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 | $123,140 | $142,344-13.5% | $119,609+3.0% | $134,475-8.4% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -17.54% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,674 | $5,222+66.1% | $4,232+105.0% | $4,740+83.0% |
| Participant deferral / active EE | $6,457 | $6,469-0.2% | $5,602+15.3% | $6,400+0.9% |
| Admin fee / account holder | $9,184 | $13,584-32.4% | $10,323-11.0% | $11,426-19.6% |