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 | $97,173 | $167,484-42.0% | $151,611-35.9% | $134,475-27.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -18.92% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,013 | $6,829-11.9% | $6,166-2.5% | $4,740+26.9% |
| Participant deferral / active EE | $14,170 | $8,986+57.7% | $8,363+69.4% | $6,400+121.4% |
| Admin fee / account holder | $19,727 | $13,783+43.1% | $11,616+69.8% | $11,426+72.6% |