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 | $127,941 | $167,484-23.6% | $151,611-15.6% | $134,475-4.9% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -16.87% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,731 | $6,829-60.0% | $6,166-55.7% | $4,740-42.4% |
| Participant deferral / active EE | $9,448 | $8,986+5.1% | $8,363+13.0% | $6,400+47.6% |
| Admin fee / account holder | $24,841 | $13,783+80.2% | $11,616+113.9% | $11,426+117.4% |