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 | $117,059 | $152,509-23.2% | $117,472-0.4% | $134,475-13.0% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -17.26% | 52.99%-70.2pp | 29.74%-47.0pp | 417.96%-435.2pp |
| Employer contribution / active EE | $884 | $5,571-84.1% | $4,176-78.8% | $4,740-81.3% |
| Participant deferral / active EE | $1,875 | $4,818-61.1% | $4,070-53.9% | $6,400-70.7% |
| Admin fee / account holder | $1,626 | $7,004-76.8% | $5,645-71.2% | $11,426-85.8% |