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 | $100,334 | $92,222+8.8% | $76,768+30.7% | $135,375-25.9% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -7.82% | 5.46%-13.3pp | 2.43%-10.2pp | 519.73%-527.6pp |
| Employer contribution / active EE | $829 | $3,216-74.2% | $2,485-66.6% | $4,779-82.6% |
| Participant deferral / active EE | $4,408 | $4,509-2.2% | $3,852+14.4% | $5,609-21.4% |
| Admin fee / account holder | $31,595 | $10,748+194.0% | $6,675+373.3% | $10,827+191.8% |