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 | $136,434 | $131,829+3.5% | $108,579+25.7% | $273,961-50.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.74% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,978 | $4,912+1.3% | $3,758+32.5% | $4,869+2.3% |
| Participant deferral / active EE | $5,434 | $5,127+6.0% | $4,311+26.0% | $5,287+2.8% |
| Admin fee / account holder | $4,798 | $10,252-53.2% | $7,645-37.2% | $10,132-52.6% |