See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,350 | $167,484-32.3% | $151,611-25.2% | $134,475-15.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.69% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,766 | $6,829-74.1% | $6,166-71.4% | $4,740-62.7% |
| Participant deferral / active EE | $8,222 | $8,986-8.5% | $8,363-1.7% | $6,400+28.5% |
| Admin fee / account holder | $463 | $13,783-96.6% | $11,616-96.0% | $11,426-95.9% |