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 | $104,797 | $97,044+8.0% | $83,333+25.8% | $135,375-22.6% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -6.64% | 12.31%-19.0pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $455 | $4,143-89.0% | $3,379-86.5% | $4,779-90.5% |
| Participant deferral / active EE | $2,275 | $5,964-61.9% | $5,565-59.1% | $5,609-59.4% |
| Admin fee / account holder | $509 | $8,380-93.9% | $7,510-93.2% | $10,827-95.3% |