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 | $93,506 | $167,484-44.2% | $151,611-38.3% | $134,475-30.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -16.15% | 7.80%-23.9pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,617 | $6,829-47.0% | $6,166-41.3% | $4,740-23.7% |
| Participant deferral / active EE | $9,058 | $8,986+0.8% | $8,363+8.3% | $6,400+41.5% |
| Admin fee / account holder | $2,182 | $13,783-84.2% | $11,616-81.2% | $11,426-80.9% |