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 | $123,773 | $95,193+30.0% | $76,523+61.7% | $135,375-8.6% |
| Participation rate | 91.7% | 74.4%+17.3pp | 68.0%+23.7pp | 82.6%+9.0pp |
| Annual return | -5.88% | 4.85%-10.7pp | -0.27%-5.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,284 | $3,302-30.8% | $2,647-13.7% | $4,779-52.2% |
| Participant deferral / active EE | $4,416 | $4,639-4.8% | $3,835+15.1% | $5,609-21.3% |
| Admin fee / account holder | $2,937 | $6,249-53.0% | $4,848-39.4% | $10,827-72.9% |