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 | $111,821 | $107,791+3.7% | $90,645+23.4% | $135,375-17.4% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -7.55% | -0.90%-6.7pp | 1.88%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,137 | $3,018+4.0% | $2,532+23.9% | $4,779-34.4% |
| Participant deferral / active EE | $7,210 | $3,872+86.2% | $3,425+110.5% | $5,609+28.6% |
| Admin fee / account holder | $2,081 | $5,930-64.9% | $4,994-58.3% | $10,827-80.8% |