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 | $92,049 | $142,344-35.3% | $119,609-23.0% | $134,475-31.5% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -16.58% | -12.44%-4.1pp | -14.97%-1.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,860 | $5,222-45.2% | $4,232-32.4% | $4,740-39.7% |
| Participant deferral / active EE | $7,896 | $6,469+22.1% | $5,602+41.0% | $6,400+23.4% |
| Admin fee / account holder | $2,625 | $13,584-80.7% | $10,323-74.6% | $11,426-77.0% |