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 | $115,631 | $167,307-30.9% | $143,757-19.6% | $134,475-14.0% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -14.22% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,984 | $5,619-11.3% | $4,951+0.7% | $4,740+5.1% |
| Participant deferral / active EE | $4,709 | $6,446-26.9% | $5,637-16.5% | $6,400-26.4% |
| Admin fee / account holder | $775 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |