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 | $114,314 | $105,860+8.0% | $90,749+26.0% | $134,475-15.0% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -9.11% | -11.01%+1.9pp | -12.16%+3.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $909 | $3,462-73.7% | $2,921-68.9% | $4,740-80.8% |
| Participant deferral / active EE | $3,698 | $5,216-29.1% | $4,564-19.0% | $6,400-42.2% |
| Admin fee / account holder | $4,239 | $13,938-69.6% | $8,445-49.8% | $11,426-62.9% |