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 7-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 | $95,610 | $167,307-42.9% | $143,757-33.5% | $134,475-28.9% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -13.57% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,453 | $5,619-38.6% | $4,951-30.3% | $4,740-27.2% |
| Participant deferral / active EE | $4,685 | $6,446-27.3% | $5,637-16.9% | $6,400-26.8% |
| Admin fee / account holder | $4,913 | $18,088-72.8% | $14,673-66.5% | $11,426-57.0% |