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 | $86,102 | $100,754-14.5% | $86,677-0.7% | $134,475-36.0% |
| Participation rate | 73.9% | 78.9%-5.0pp | 76.6%-2.7pp | 81.2%-7.3pp |
| Annual return | -15.95% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,801 | $3,489-48.4% | $2,836-36.5% | $4,740-62.0% |
| Participant deferral / active EE | $4,053 | $5,338-24.1% | $4,656-12.9% | $6,400-36.7% |
| Admin fee / account holder | $7,009 | $10,926-35.9% | $7,493-6.5% | $11,426-38.7% |