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 | $138,884 | $167,307-17.0% | $143,757-3.4% | $134,475+3.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.23% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,233 | $5,619-78.1% | $4,951-75.1% | $4,740-74.0% |
| Participant deferral / active EE | $6,128 | $6,446-4.9% | $5,637+8.7% | $6,400-4.2% |
| Admin fee / account holder | $400 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |