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 | $117,702 | $167,307-29.6% | $143,757-18.1% | $134,475-12.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -10.26% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,801 | $5,619-67.9% | $4,951-63.6% | $4,740-62.0% |
| Participant deferral / active EE | $5,052 | $6,446-21.6% | $5,637-10.4% | $6,400-21.1% |
| Admin fee / account holder | $912 | $18,088-95.0% | $14,673-93.8% | $11,426-92.0% |