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 | $97,337 | $142,344-31.6% | $119,609-18.6% | $134,475-27.6% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -15.63% | -12.44%-3.2pp | -14.97%-0.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,764 | $5,222-8.8% | $4,232+12.6% | $4,740+0.5% |
| Participant deferral / active EE | $7,611 | $6,469+17.6% | $5,602+35.9% | $6,400+18.9% |
| Admin fee / account holder | $8,948 | $13,584-34.1% | $10,323-13.3% | $11,426-21.7% |