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 | $99,491 | $133,958-25.7% | $112,228-11.3% | $134,475-26.0% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -4.87% | 47.11%-52.0pp | 27.45%-32.3pp | 417.96%-422.8pp |
| Employer contribution / active EE | $2,871 | $4,038-28.9% | $3,635-21.0% | $4,740-39.4% |
| Participant deferral / active EE | $5,431 | $5,291+2.7% | $4,728+14.9% | $6,400-15.1% |
| Admin fee / account holder | $6,236 | $7,489-16.7% | $6,410-2.7% | $11,426-45.4% |