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 | $107,673 | $95,862+12.3% | $79,550+35.4% | $134,475-19.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -17.59% | -2.69%-14.9pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,237 | $3,128-60.5% | $2,413-48.7% | $4,740-73.9% |
| Participant deferral / active EE | $3,438 | $4,693-26.7% | $3,985-13.7% | $6,400-46.3% |
| Admin fee / account holder | $1,197 | $9,126-86.9% | $6,832-82.5% | $11,426-89.5% |