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 | $93,302 | $92,222+1.2% | $76,768+21.5% | $135,375-31.1% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -7.31% | 5.46%-12.8pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $748 | $3,216-76.7% | $2,485-69.9% | $4,779-84.4% |
| Participant deferral / active EE | $3,420 | $4,509-24.2% | $3,852-11.2% | $5,609-39.0% |
| Admin fee / account holder | $457 | $10,748-95.7% | $6,675-93.2% | $10,827-95.8% |