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 | $104,753 | $167,484-37.5% | $151,611-30.9% | $134,475-22.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -14.35% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,973 | $6,829-56.5% | $6,166-51.8% | $4,740-37.3% |
| Participant deferral / active EE | $7,488 | $8,986-16.7% | $8,363-10.5% | $6,400+17.0% |
| Admin fee / account holder | $4,919 | $13,783-64.3% | $11,616-57.7% | $11,426-57.0% |