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 | $124,140 | $95,862+29.5% | $79,550+56.1% | $134,475-7.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -14.49% | -2.69%-11.8pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,596 | $3,128-17.0% | $2,413+7.6% | $4,740-45.2% |
| Participant deferral / active EE | $5,207 | $4,693+11.0% | $3,985+30.7% | $6,400-18.6% |
| Admin fee / account holder | $1,009 | $9,126-88.9% | $6,832-85.2% | $11,426-91.2% |