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 | $112,399 | $131,829-14.7% | $108,579+3.5% | $273,961-59.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 10.49% | -91.57%+102.1pp | -51.70%+62.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $6,562 | $4,912+33.6% | $3,758+74.6% | $4,869+34.8% |
| Participant deferral / active EE | $4,825 | $5,127-5.9% | $4,311+11.9% | $5,287-8.7% |
| Admin fee / account holder | $3,235 | $10,252-68.4% | $7,645-57.7% | $10,132-68.1% |