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 | $84,548 | $167,484-49.5% | $151,611-44.2% | $134,475-37.1% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -14.74% | 7.80%-22.5pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,060 | $6,829-55.2% | $6,166-50.4% | $4,740-35.4% |
| Participant deferral / active EE | $5,618 | $8,986-37.5% | $8,363-32.8% | $6,400-12.2% |
| Admin fee / account holder | $2,016 | $13,783-85.4% | $11,616-82.6% | $11,426-82.4% |