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 | $99,964 | $131,829-24.2% | $108,579-7.9% | $273,961-63.5% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 5.55% | -91.57%+97.1pp | -51.70%+57.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,505 | $4,912-49.0% | $3,758-33.4% | $4,869-48.6% |
| Participant deferral / active EE | $1,780 | $5,127-65.3% | $4,311-58.7% | $5,287-66.3% |
| Admin fee / account holder | $623 | $10,252-93.9% | $7,645-91.8% | $10,132-93.8% |