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 | $107,292 | $167,307-35.9% | $143,757-25.4% | $134,475-20.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -12.38% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,342 | $5,619-58.3% | $4,951-52.7% | $4,740-50.6% |
| Participant deferral / active EE | $4,085 | $6,446-36.6% | $5,637-27.5% | $6,400-36.2% |
| Admin fee / account holder | $1,083 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |