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 | $85,601 | $167,484-48.9% | $151,611-43.5% | $134,475-36.3% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -12.67% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $8,016 | $6,829+17.4% | $6,166+30.0% | $4,740+69.1% |
| Participant deferral / active EE | $5,571 | $8,986-38.0% | $8,363-33.4% | $6,400-13.0% |
| Admin fee / account holder | $13,834 | $13,783+0.4% | $11,616+19.1% | $11,426+21.1% |