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 | $129,600 | $211,958-38.9% | $169,463-23.5% | $135,375-4.3% |
| Participation rate | 79.2% | 82.6%-3.5pp | 77.8%+1.4pp | 82.6%-3.5pp |
| Annual return | -6.01% | 3.26%-9.3pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,875 | $5,120+34.3% | $4,159+65.3% | $4,779+43.9% |
| Participant deferral / active EE | $4,011 | $6,075-34.0% | $5,277-24.0% | $5,609-28.5% |
| Admin fee / account holder | $4,449 | $11,471-61.2% | $9,109-51.2% | $10,827-58.9% |