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 | $98,390 | $167,307-41.2% | $143,757-31.6% | $134,475-26.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.49% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,803 | $5,619+38.9% | $4,951+57.6% | $4,740+64.6% |
| Participant deferral / active EE | $5,944 | $6,446-7.8% | $5,637+5.5% | $6,400-7.1% |
| Admin fee / account holder | $1,543 | $18,088-91.5% | $14,673-89.5% | $11,426-86.5% |