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 | $108,747 | $127,386-14.6% | $115,037-5.5% | $125,391-13.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 0.01% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,686 | $5,166-67.4% | $4,608-63.4% | $4,866-65.4% |
| Participant deferral / active EE | $6,429 | $6,423+0.1% | $6,026+6.7% | $5,352+20.1% |
| Admin fee / account holder | $1,113 | $9,516-88.3% | $8,175-86.4% | $9,540-88.3% |