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 | $112,388 | $110,094+2.1% | $151,611-25.9% | $68,494+64.1% |
| Participation rate | 73.0% | 84.0%-11.0pp | 87.5%-14.5pp | 67.9%+5.1pp |
| Annual return | -16.19% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,480 | $4,471-66.9% | $6,166-76.0% | $2,596-43.0% |
| Participant deferral / active EE | $6,682 | $6,527+2.4% | $8,363-20.1% | $4,027+65.9% |
| Admin fee / account holder | $4,527 | $7,719-41.3% | $11,616-61.0% | $5,403-16.2% |