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 9-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 | $90,506 | $127,386-29.0% | $115,037-21.3% | $125,391-27.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -1.50% | 31.28%-32.8pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,647 | $5,166-29.4% | $4,608-20.8% | $4,866-25.0% |
| Participant deferral / active EE | $7,700 | $6,423+19.9% | $6,026+27.8% | $5,352+43.9% |
| Admin fee / account holder | $3,462 | $9,516-63.6% | $8,175-57.7% | $9,540-63.7% |