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 | $159,718 | $211,958-24.6% | $169,463-5.8% | $135,375+18.0% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -8.60% | 3.26%-11.9pp | 1.83%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $9,415 | $5,120+83.9% | $4,159+126.4% | $4,779+97.0% |
| Participant deferral / active EE | $7,639 | $6,075+25.7% | $5,277+44.8% | $5,609+36.2% |
| Admin fee / account holder | $6,218 | $11,471-45.8% | $9,109-31.7% | $10,827-42.6% |