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 | $108,563 | $167,484-35.2% | $151,611-28.4% | $134,475-19.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -2.17% | 7.80%-10.0pp | 3.33%-5.5pp | 417.96%-420.1pp |
| Employer contribution / active EE | $1,780 | $6,829-73.9% | $6,166-71.1% | $4,740-62.4% |
| Participant deferral / active EE | $5,097 | $8,986-43.3% | $8,363-39.1% | $6,400-20.4% |
| Admin fee / account holder | $342 | $13,783-97.5% | $11,616-97.1% | $11,426-97.0% |