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 6-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 | $118,982 | $167,484-29.0% | $151,611-21.5% | $134,475-11.5% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -18.26% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,942 | $6,829-56.9% | $6,166-52.3% | $4,740-37.9% |
| Participant deferral / active EE | $8,551 | $8,986-4.8% | $8,363+2.2% | $6,400+33.6% |
| Admin fee / account holder | $6,177 | $13,783-55.2% | $11,616-46.8% | $11,426-45.9% |