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 | $115,329 | $167,484-31.1% | $151,611-23.9% | $134,475-14.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -17.04% | 7.80%-24.8pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,822 | $6,829-73.3% | $6,166-70.5% | $4,740-61.6% |
| Participant deferral / active EE | $4,745 | $8,986-47.2% | $8,363-43.3% | $6,400-25.9% |
| Admin fee / account holder | $10,299 | $13,783-25.3% | $11,616-11.3% | $11,426-9.9% |