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 | $138,847 | $110,094+26.1% | $151,611-8.4% | $68,494+102.7% |
| Participation rate | 74.3% | 84.0%-9.7pp | 87.5%-13.2pp | 67.9%+6.4pp |
| Annual return | -16.39% | -10.12%-6.3pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,693 | $4,471-62.1% | $6,166-72.5% | $2,596-34.8% |
| Participant deferral / active EE | $5,547 | $6,527-15.0% | $8,363-33.7% | $4,027+37.7% |
| Admin fee / account holder | $1,694 | $7,719-78.0% | $11,616-85.4% | $5,403-68.6% |