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 | $91,964 | $211,958-56.6% | $169,463-45.7% | $135,375-32.1% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -7.19% | 3.26%-10.5pp | 1.83%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,810 | $5,120-64.7% | $4,159-56.5% | $4,779-62.1% |
| Participant deferral / active EE | $4,145 | $6,075-31.8% | $5,277-21.4% | $5,609-26.1% |
| Admin fee / account holder | $4,792 | $11,471-58.2% | $9,109-47.4% | $10,827-55.7% |