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 | $103,011 | $167,307-38.4% | $143,757-28.3% | $134,475-23.4% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -15.58% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,212 | $5,619-7.2% | $4,951+5.3% | $4,740+10.0% |
| Participant deferral / active EE | $6,593 | $6,446+2.3% | $5,637+17.0% | $6,400+3.0% |
| Admin fee / account holder | $4,857 | $18,088-73.1% | $14,673-66.9% | $11,426-57.5% |