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 | $108,756 | $167,307-35.0% | $143,757-24.3% | $134,475-19.1% |
| Participation rate | 86.4% | 84.8%+1.6pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -19.75% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,441 | $5,619-38.8% | $4,951-30.5% | $4,740-27.4% |
| Participant deferral / active EE | $9,898 | $6,446+53.6% | $5,637+75.6% | $6,400+54.7% |
| Admin fee / account holder | $379 | $18,088-97.9% | $14,673-97.4% | $11,426-96.7% |