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 | $100,265 | $105,860-5.3% | $90,749+10.5% | $134,475-25.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -16.00% | -11.01%-5.0pp | -12.16%-3.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,908 | $3,462-44.9% | $2,921-34.7% | $4,740-59.8% |
| Participant deferral / active EE | $3,420 | $5,216-34.4% | $4,564-25.1% | $6,400-46.6% |
| Admin fee / account holder | $26,773 | $13,938+92.1% | $8,445+217.0% | $11,426+134.3% |