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 | $111,528 | $110,094+1.3% | $151,611-26.4% | $68,494+62.8% |
| Participation rate | 86.0% | 84.0%+2.0pp | 87.5%-1.5pp | 67.9%+18.1pp |
| Annual return | -10.16% | -10.12%0pp | 3.33%-13.5pp | -7.84%-2.3pp |
| Employer contribution / active EE | $3,315 | $4,471-25.8% | $6,166-46.2% | $2,596+27.7% |
| Participant deferral / active EE | $4,335 | $6,527-33.6% | $8,363-48.2% | $4,027+7.6% |
| Admin fee / account holder | $14,521 | $7,719+88.1% | $11,616+25.0% | $5,403+168.8% |