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 | $81,380 | $167,484-51.4% | $151,611-46.3% | $134,475-39.5% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -18.87% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,671 | $6,829-75.5% | $6,166-72.9% | $4,740-64.7% |
| Participant deferral / active EE | $11,032 | $8,986+22.8% | $8,363+31.9% | $6,400+72.4% |
| Admin fee / account holder | $810 | $13,783-94.1% | $11,616-93.0% | $11,426-92.9% |