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 | $97,891 | $105,860-7.5% | $90,749+7.9% | $134,475-27.2% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -15.36% | -11.01%-4.4pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,443 | $3,462+86.1% | $2,921+120.6% | $4,740+35.9% |
| Participant deferral / active EE | $9,039 | $5,216+73.3% | $4,564+98.0% | $6,400+41.2% |
| Admin fee / account holder | $20,796 | $13,938+49.2% | $8,445+146.3% | $11,426+82.0% |