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 | $112,558 | $167,484-32.8% | $151,611-25.8% | $134,475-16.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -14.50% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,132 | $6,829-39.5% | $6,166-33.0% | $4,740-12.8% |
| Participant deferral / active EE | $6,294 | $8,986-30.0% | $8,363-24.7% | $6,400-1.7% |
| Admin fee / account holder | $4,687 | $13,783-66.0% | $11,616-59.7% | $11,426-59.0% |