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 | $100,063 | $95,193+5.1% | $76,523+30.8% | $135,375-26.1% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -3.94% | 4.85%-8.8pp | -0.27%-3.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $742 | $3,302-77.5% | $2,647-72.0% | $4,779-84.5% |
| Participant deferral / active EE | $5,799 | $4,639+25.0% | $3,835+51.2% | $5,609+3.4% |
| Admin fee / account holder | $5,551 | $6,249-11.2% | $4,848+14.5% | $10,827-48.7% |