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 | $87,658 | $167,484-47.7% | $151,611-42.2% | $134,475-34.8% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -19.78% | 7.80%-27.6pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,857 | $6,829-72.8% | $6,166-69.9% | $4,740-60.8% |
| Participant deferral / active EE | $5,239 | $8,986-41.7% | $8,363-37.4% | $6,400-18.1% |
| Admin fee / account holder | $3,576 | $13,783-74.1% | $11,616-69.2% | $11,426-68.7% |