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 | $126,531 | $72,404+74.8% | $110,238+14.8% | $64,186+97.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -4.51% | -6.29%+1.8pp | 314.74%-319.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,665 | $2,282-27.0% | $3,826-56.5% | $2,381-30.1% |
| Participant deferral / active EE | $2,916 | $3,469-16.0% | $4,672-37.6% | $3,470-16.0% |
| Admin fee / account holder | $4,896 | $5,664-13.6% | $8,547-42.7% | $4,888+0.2% |