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 | $119,621 | $167,307-28.5% | $143,757-16.8% | $134,475-11.0% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -8.70% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $1,268 | $5,619-77.4% | $4,951-74.4% | $4,740-73.3% |
| Participant deferral / active EE | $8,381 | $6,446+30.0% | $5,637+48.7% | $6,400+31.0% |
| Admin fee / account holder | $18,303 | $18,088+1.2% | $14,673+24.7% | $11,426+60.2% |