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 | $97,203 | $167,484-42.0% | $151,611-35.9% | $134,475-27.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -7.58% | 7.80%-15.4pp | 3.33%-10.9pp | 417.96%-425.5pp |
| Employer contribution / active EE | $1,816 | $6,829-73.4% | $6,166-70.6% | $4,740-61.7% |
| Participant deferral / active EE | $3,294 | $8,986-63.3% | $8,363-60.6% | $6,400-48.5% |
| Admin fee / account holder | $671 | $13,783-95.1% | $11,616-94.2% | $11,426-94.1% |