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 | $105,777 | $140,588-24.8% | $123,104-14.1% | $125,391-15.6% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -2.85% | 16.80%-19.6pp | 13.22%-16.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $3,634 | $6,041-39.8% | $5,151-29.5% | $4,866-25.3% |
| Participant deferral / active EE | $10,053 | $6,980+44.0% | $6,230+61.4% | $5,352+87.8% |
| Admin fee / account holder | $11,031 | $11,198-1.5% | $9,015+22.4% | $9,540+15.6% |