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 | $132,591 | $107,791+23.0% | $90,645+46.3% | $135,375-2.1% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -4.74% | -0.90%-3.8pp | 1.88%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $903 | $3,018-70.1% | $2,532-64.3% | $4,779-81.1% |
| Participant deferral / active EE | $4,818 | $3,872+24.4% | $3,425+40.7% | $5,609-14.1% |
| Admin fee / account holder | $13,432 | $5,930+126.5% | $4,994+169.0% | $10,827+24.1% |