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 | $118,195 | $167,307-29.4% | $143,757-17.8% | $134,475-12.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -12.79% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,679 | $5,619-52.3% | $4,951-45.9% | $4,740-43.5% |
| Participant deferral / active EE | $4,799 | $6,446-25.6% | $5,637-14.9% | $6,400-25.0% |
| Admin fee / account holder | $4,130 | $18,088-77.2% | $14,673-71.9% | $11,426-63.9% |