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 | $137,731 | $81,900+68.2% | $119,609+15.2% | $68,494+101.1% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -16.50% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,200 | $2,693-55.4% | $4,232-71.6% | $2,596-53.8% |
| Participant deferral / active EE | $6,002 | $4,148+44.7% | $5,602+7.1% | $4,027+49.0% |
| Admin fee / account holder | $1,593 | $6,582-75.8% | $10,323-84.6% | $5,403-70.5% |