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 | $128,969 | $92,222+39.8% | $76,768+68.0% | $135,375-4.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -6.34% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,912 | $3,216-40.5% | $2,485-23.1% | $4,779-60.0% |
| Participant deferral / active EE | $2,759 | $4,509-38.8% | $3,852-28.4% | $5,609-50.8% |
| Admin fee / account holder | $305 | $10,748-97.2% | $6,675-95.4% | $10,827-97.2% |