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 | $128,594 | $127,386+0.9% | $115,037+11.8% | $125,391+2.6% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | -0.57% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $4,200 | $5,166-18.7% | $4,608-8.9% | $4,866-13.7% |
| Participant deferral / active EE | $8,716 | $6,423+35.7% | $6,026+44.6% | $5,352+62.9% |
| Admin fee / account holder | $3,387 | $9,516-64.4% | $8,175-58.6% | $9,540-64.5% |