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 | $130,003 | $140,588-7.5% | $123,104+5.6% | $125,391+3.7% |
| Participation rate | 71.4% | 88.2%-16.8pp | 86.8%-15.3pp | 83.2%-11.8pp |
| Annual return | -2.12% | 16.80%-18.9pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,115 | $6,041-65.0% | $5,151-58.9% | $4,866-56.5% |
| Participant deferral / active EE | $3,557 | $6,980-49.0% | $6,230-42.9% | $5,352-33.5% |
| Admin fee / account holder | $838 | $11,198-92.5% | $9,015-90.7% | $9,540-91.2% |