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 | $115,432 | $167,307-31.0% | $143,757-19.7% | $134,475-14.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.06% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,243 | $5,619-24.5% | $4,951-14.3% | $4,740-10.5% |
| Participant deferral / active EE | $12,215 | $6,446+89.5% | $5,637+116.7% | $6,400+90.9% |
| Admin fee / account holder | $849 | $18,088-95.3% | $14,673-94.2% | $11,426-92.6% |