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 | $102,154 | $167,307-38.9% | $143,757-28.9% | $134,475-24.0% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -15.59% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,522 | $5,619-37.3% | $4,951-28.9% | $4,740-25.7% |
| Participant deferral / active EE | $4,269 | $6,446-33.8% | $5,637-24.3% | $6,400-33.3% |
| Admin fee / account holder | $6,105 | $18,088-66.2% | $14,673-58.4% | $11,426-46.6% |