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 | $93,408 | $167,307-44.2% | $143,757-35.0% | $134,475-30.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -14.92% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $9,490 | $5,619+68.9% | $4,951+91.7% | $4,740+100.2% |
| Participant deferral / active EE | $6,981 | $6,446+8.3% | $5,637+23.8% | $6,400+9.1% |
| Admin fee / account holder | $452 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |