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 | $109,772 | $100,754+9.0% | $86,677+26.6% | $134,475-18.4% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -16.26% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $908 | $3,489-74.0% | $2,836-68.0% | $4,740-80.8% |
| Participant deferral / active EE | $3,632 | $5,338-32.0% | $4,656-22.0% | $6,400-43.3% |
| Admin fee / account holder | $1,996 | $10,926-81.7% | $7,493-73.4% | $11,426-82.5% |