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 9-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 | $109,258 | $133,958-18.4% | $112,228-2.6% | $134,475-18.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -13.73% | 47.11%-60.8pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,882 | $4,038-53.4% | $3,635-48.2% | $4,740-60.3% |
| Participant deferral / active EE | $6,308 | $5,291+19.2% | $4,728+33.4% | $6,400-1.4% |
| Admin fee / account holder | $6,328 | $7,489-15.5% | $6,410-1.3% | $11,426-44.6% |