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 | $94,280 | $167,307-43.6% | $143,757-34.4% | $134,475-29.9% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -19.79% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,484 | $5,619-55.8% | $4,951-49.8% | $4,740-47.6% |
| Participant deferral / active EE | $4,791 | $6,446-25.7% | $5,637-15.0% | $6,400-25.1% |
| Admin fee / account holder | $1,233 | $18,088-93.2% | $14,673-91.6% | $11,426-89.2% |