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 | $115,400 | $92,222+25.1% | $76,768+50.3% | $135,375-14.8% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -5.73% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,053 | $3,216-36.2% | $2,485-17.4% | $4,779-57.0% |
| Participant deferral / active EE | $4,170 | $4,509-7.5% | $3,852+8.3% | $5,609-25.6% |
| Admin fee / account holder | $4,599 | $10,748-57.2% | $6,675-31.1% | $10,827-57.5% |