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 | $108,816 | $133,958-18.8% | $112,228-3.0% | $134,475-19.1% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | -11.37% | 47.11%-58.5pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $3,629 | $4,038-10.1% | $3,635-0.2% | $4,740-23.4% |
| Participant deferral / active EE | $7,852 | $5,291+48.4% | $4,728+66.1% | $6,400+22.7% |
| Admin fee / account holder | $3,156 | $7,489-57.9% | $6,410-50.8% | $11,426-72.4% |