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 | $123,731 | $140,588-12.0% | $123,104+0.5% | $125,391-1.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.76% | 16.80%-17.6pp | 13.22%-14.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,301 | $6,041-78.5% | $5,151-74.7% | $4,866-73.3% |
| Participant deferral / active EE | $2,325 | $6,980-66.7% | $6,230-62.7% | $5,352-56.5% |
| Admin fee / account holder | $8,101 | $11,198-27.7% | $9,015-10.1% | $9,540-15.1% |