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 | $121,535 | $95,862+26.8% | $79,550+52.8% | $134,475-9.6% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -6.11% | -2.69%-3.4pp | 0.16%-6.3pp | 417.96%-424.1pp |
| Employer contribution / active EE | $2,222 | $3,128-29.0% | $2,413-7.9% | $4,740-53.1% |
| Participant deferral / active EE | $5,354 | $4,693+14.1% | $3,985+34.3% | $6,400-16.3% |
| Admin fee / account holder | $9,820 | $9,126+7.6% | $6,832+43.7% | $11,426-14.1% |