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 | $82,083 | $167,307-50.9% | $143,757-42.9% | $134,475-39.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.14% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,893 | $5,619-66.3% | $4,951-61.8% | $4,740-60.1% |
| Participant deferral / active EE | $6,136 | $6,446-4.8% | $5,637+8.9% | $6,400-4.1% |
| Admin fee / account holder | $2,310 | $18,088-87.2% | $14,673-84.3% | $11,426-79.8% |