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 | $95,323 | $142,344-33.0% | $119,609-20.3% | $134,475-29.1% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -15.15% | -12.44%-2.7pp | -14.97%-0.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,181 | $5,222-0.8% | $4,232+22.4% | $4,740+9.3% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,646 | $13,584-80.5% | $10,323-74.4% | $11,426-76.8% |