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 | $107,048 | $167,484-36.1% | $151,611-29.4% | $134,475-20.4% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -17.45% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,464 | $6,829-49.3% | $6,166-43.8% | $4,740-26.9% |
| Participant deferral / active EE | $10,107 | $8,986+12.5% | $8,363+20.8% | $6,400+57.9% |
| Admin fee / account holder | $393 | $13,783-97.1% | $11,616-96.6% | $11,426-96.6% |