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 | $136,427 | $167,484-18.5% | $151,611-10.0% | $134,475+1.5% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -9.98% | 7.80%-17.8pp | 3.33%-13.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $4,735 | $6,829-30.7% | $6,166-23.2% | $4,740-0.1% |
| Participant deferral / active EE | $3,591 | $8,986-60.0% | $8,363-57.1% | $6,400-43.9% |
| Admin fee / account holder | $7,959 | $13,783-42.3% | $11,616-31.5% | $11,426-30.3% |