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 | $96,914 | $211,958-54.3% | $169,463-42.8% | $135,375-28.4% |
| Participation rate | 76.5% | 82.6%-6.2pp | 77.8%-1.3pp | 82.6%-6.2pp |
| Annual return | -5.84% | 3.26%-9.1pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,553 | $5,120-50.1% | $4,159-38.6% | $4,779-46.6% |
| Participant deferral / active EE | $4,484 | $6,075-26.2% | $5,277-15.0% | $5,609-20.1% |
| Admin fee / account holder | $5,192 | $11,471-54.7% | $9,109-43.0% | $10,827-52.0% |