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 | $91,640 | $167,307-45.2% | $143,757-36.3% | $134,475-31.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -11.08% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,639 | $5,619-35.2% | $4,951-26.5% | $4,740-23.2% |
| Participant deferral / active EE | $7,423 | $6,446+15.2% | $5,637+31.7% | $6,400+16.0% |
| Admin fee / account holder | $89,589 | $18,088+395.3% | $14,673+510.6% | $11,426+684.1% |