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 | $129,030 | $99,032+30.3% | $80,019+61.2% | $135,375-4.7% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -4.97% | 15.39%-20.4pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $892 | $3,043-70.7% | $2,468-63.9% | $4,779-81.3% |
| Participant deferral / active EE | $3,157 | $4,282-26.3% | $3,686-14.3% | $5,609-43.7% |
| Admin fee / account holder | $2,539 | $10,436-75.7% | $6,521-61.1% | $10,827-76.5% |