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 | $100,753 | $167,307-39.8% | $143,757-29.9% | $134,475-25.1% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.09% | 0.46%-15.6pp | -0.04%-15.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $9,350 | $5,619+66.4% | $4,951+88.8% | $4,740+97.3% |
| Participant deferral / active EE | $10,274 | $6,446+59.4% | $5,637+82.3% | $6,400+60.5% |
| Admin fee / account holder | $9,010 | $18,088-50.2% | $14,673-38.6% | $11,426-21.1% |