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 | $102,156 | $142,344-28.2% | $119,609-14.6% | $134,475-24.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -13.57% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,095 | $5,222-40.7% | $4,232-26.9% | $4,740-34.7% |
| Participant deferral / active EE | $3,817 | $6,469-41.0% | $5,602-31.9% | $6,400-40.4% |
| Admin fee / account holder | $1,631 | $13,584-88.0% | $10,323-84.2% | $11,426-85.7% |