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 | $133,966 | $99,032+35.3% | $80,019+67.4% | $135,375-1.0% |
| Participation rate | 76.9% | 78.4%-1.4pp | 75.8%+1.1pp | 82.6%-5.7pp |
| Annual return | -6.92% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,515 | $3,043-17.3% | $2,468+1.9% | $4,779-47.4% |
| Participant deferral / active EE | $7,119 | $4,282+66.2% | $3,686+93.1% | $5,609+26.9% |
| Admin fee / account holder | $6,165 | $10,436-40.9% | $6,521-5.5% | $10,827-43.1% |