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 | $138,166 | $107,791+28.2% | $90,645+52.4% | $135,375+2.1% |
| Participation rate | 81.3% | 78.0%+3.2pp | 74.0%+7.2pp | 82.6%-1.4pp |
| Annual return | -5.68% | -0.90%-4.8pp | 1.88%-7.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,605 | $3,018-13.7% | $2,532+2.9% | $4,779-45.5% |
| Participant deferral / active EE | $6,390 | $3,872+65.0% | $3,425+86.6% | $5,609+13.9% |
| Admin fee / account holder | $8,190 | $5,930+38.1% | $4,994+64.0% | $10,827-24.4% |