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 | $115,232 | $167,307-31.1% | $143,757-19.8% | $134,475-14.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.56% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,497 | $5,619-37.8% | $4,951-29.4% | $4,740-26.2% |
| Participant deferral / active EE | $9,230 | $6,446+43.2% | $5,637+63.7% | $6,400+44.2% |
| Admin fee / account holder | $2,491 | $18,088-86.2% | $14,673-83.0% | $11,426-78.2% |