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 | $126,647 | $92,222+37.3% | $76,768+65.0% | $135,375-6.4% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -7.16% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $767 | $3,216-76.1% | $2,485-69.1% | $4,779-83.9% |
| Participant deferral / active EE | $5,255 | $4,509+16.6% | $3,852+36.4% | $5,609-6.3% |
| Admin fee / account holder | $651 | $10,748-93.9% | $6,675-90.2% | $10,827-94.0% |