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 | $128,586 | $131,829-2.5% | $108,579+18.4% | $273,961-53.1% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.6%+2.8pp | 83.0%-0.7pp |
| Annual return | 5.15% | -91.57%+96.7pp | -51.70%+56.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,201 | $4,912-34.8% | $3,758-14.8% | $4,869-34.3% |
| Participant deferral / active EE | $4,193 | $5,127-18.2% | $4,311-2.7% | $5,287-20.7% |
| Admin fee / account holder | $52,965 | $10,252+416.6% | $7,645+592.8% | $10,132+422.8% |