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 | $98,388 | $127,386-22.8% | $115,037-14.5% | $125,391-21.5% |
| Participation rate | 86.4% | 84.2%+2.2pp | 81.4%+5.0pp | 83.2%+3.2pp |
| Annual return | -0.27% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,861 | $5,166-44.6% | $4,608-37.9% | $4,866-41.2% |
| Participant deferral / active EE | $5,439 | $6,423-15.3% | $6,026-9.7% | $5,352+1.6% |
| Admin fee / account holder | $10,887 | $9,516+14.4% | $8,175+33.2% | $9,540+14.1% |