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 | $126,779 | $140,588-9.8% | $123,104+3.0% | $125,391+1.1% |
| Participation rate | 71.4% | 88.2%-16.8pp | 86.8%-15.3pp | 83.2%-11.8pp |
| Annual return | -1.49% | 16.80%-18.3pp | 13.22%-14.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,795 | $6,041-70.3% | $5,151-65.2% | $4,866-63.1% |
| Participant deferral / active EE | $5,328 | $6,980-23.7% | $6,230-14.5% | $5,352-0.4% |
| Admin fee / account holder | $412 | $11,198-96.3% | $9,015-95.4% | $9,540-95.7% |