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 | $102,314 | $167,307-38.8% | $143,757-28.8% | $134,475-23.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -13.16% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,504 | $5,619-19.8% | $4,951-9.0% | $4,740-5.0% |
| Participant deferral / active EE | $9,485 | $6,446+47.1% | $5,637+68.3% | $6,400+48.2% |
| Admin fee / account holder | $11,358 | $18,088-37.2% | $14,673-22.6% | $11,426-0.6% |