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 | $117,912 | $167,307-29.5% | $143,757-18.0% | $134,475-12.3% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -19.59% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,188 | $5,619-43.3% | $4,951-35.6% | $4,740-32.7% |
| Participant deferral / active EE | $4,765 | $6,446-26.1% | $5,637-15.5% | $6,400-25.5% |
| Admin fee / account holder | $5,597 | $18,088-69.1% | $14,673-61.9% | $11,426-51.0% |