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 | $106,295 | $95,862+10.9% | $79,550+33.6% | $134,475-21.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -14.12% | -2.69%-11.4pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,231 | $3,128-28.7% | $2,413-7.6% | $4,740-52.9% |
| Participant deferral / active EE | $3,023 | $4,693-35.6% | $3,985-24.1% | $6,400-52.8% |
| Admin fee / account holder | $2,943 | $9,126-67.7% | $6,832-56.9% | $11,426-74.2% |