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 | $115,624 | $92,222+25.4% | $76,768+50.6% | $135,375-14.6% |
| Participation rate | 70.6% | 79.8%-9.2pp | 77.0%-6.4pp | 82.6%-12.1pp |
| Annual return | -6.71% | 5.46%-12.2pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,925 | $3,216+22.0% | $2,485+57.9% | $4,779-17.9% |
| Participant deferral / active EE | $6,162 | $4,509+36.7% | $3,852+60.0% | $5,609+9.9% |
| Admin fee / account holder | $3,017 | $10,748-71.9% | $6,675-54.8% | $10,827-72.1% |