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 | $109,761 | $167,484-34.5% | $151,611-27.6% | $134,475-18.4% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -19.31% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.3pp |
| Employer contribution / active EE | $9,696 | $6,829+42.0% | $6,166+57.2% | $4,740+104.6% |
| Participant deferral / active EE | $12,396 | $8,986+37.9% | $8,363+48.2% | $6,400+93.7% |
| Admin fee / account holder | $802 | $13,783-94.2% | $11,616-93.1% | $11,426-93.0% |