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 | $108,461 | $180,449-39.9% | $154,107-29.6% | $135,375-19.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.56% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,153 | $6,035-64.3% | $5,298-59.4% | $4,779-54.9% |
| Participant deferral / active EE | $7,436 | $5,806+28.1% | $5,081+46.4% | $5,609+32.6% |
| Admin fee / account holder | $1,305 | $16,143-91.9% | $13,411-90.3% | $10,827-87.9% |