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 | $102,477 | $142,344-28.0% | $119,609-14.3% | $134,475-23.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -17.36% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,313 | $5,222-55.7% | $4,232-45.3% | $4,740-51.2% |
| Participant deferral / active EE | $9,518 | $6,469+47.1% | $5,602+69.9% | $6,400+48.7% |
| Admin fee / account holder | $565 | $13,584-95.8% | $10,323-94.5% | $11,426-95.1% |