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 | $87,803 | $167,484-47.6% | $151,611-42.1% | $134,475-34.7% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -17.96% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $14,625 | $6,829+114.2% | $6,166+137.2% | $4,740+208.6% |
| Participant deferral / active EE | $10,957 | $8,986+21.9% | $8,363+31.0% | $6,400+71.2% |
| Admin fee / account holder | $3,074 | $13,783-77.7% | $11,616-73.5% | $11,426-73.1% |