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 | $124,993 | $167,307-25.3% | $143,757-13.1% | $134,475-7.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.10% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,480 | $5,619-55.9% | $4,951-49.9% | $4,740-47.7% |
| Participant deferral / active EE | $10,028 | $6,446+55.6% | $5,637+77.9% | $6,400+56.7% |
| Admin fee / account holder | $610 | $18,088-96.6% | $14,673-95.8% | $11,426-94.7% |