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 | $97,195 | $95,862+1.4% | $79,550+22.2% | $134,475-27.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -15.72% | -2.69%-13.0pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,235 | $3,128-28.5% | $2,413-7.4% | $4,740-52.8% |
| Participant deferral / active EE | $3,270 | $4,693-30.3% | $3,985-18.0% | $6,400-48.9% |
| Admin fee / account holder | $11,912 | $9,126+30.5% | $6,832+74.3% | $11,426+4.3% |