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 | $88,588 | $167,484-47.1% | $151,611-41.6% | $134,475-34.1% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -14.57% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,898 | $6,829-42.9% | $6,166-36.8% | $4,740-17.8% |
| Participant deferral / active EE | $5,901 | $8,986-34.3% | $8,363-29.4% | $6,400-7.8% |
| Admin fee / account holder | $9,283 | $13,783-32.6% | $11,616-20.1% | $11,426-18.8% |