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 | $129,705 | $105,860+22.5% | $90,749+42.9% | $134,475-3.5% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -0.62% | -11.01%+10.4pp | -12.16%+11.5pp | 417.96%-418.6pp |
| Employer contribution / active EE | $1,092 | $3,462-68.5% | $2,921-62.6% | $4,740-77.0% |
| Participant deferral / active EE | $3,241 | $5,216-37.9% | $4,564-29.0% | $6,400-49.4% |
| Admin fee / account holder | $305 | $13,938-97.8% | $8,445-96.4% | $11,426-97.3% |