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 | $126,185 | $113,935+10.8% | $94,224+33.9% | $125,391+0.6% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | -0.91% | 5.29%-6.2pp | 10.68%-11.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $8,626 | $4,727+82.5% | $3,587+140.5% | $4,866+77.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,291 | $8,391-48.9% | $6,269-31.5% | $9,540-55.0% |