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 | $116,137 | $94,529+22.9% | $140,016-17.1% | $64,186+80.9% |
| Participation rate | 91.9% | 84.1%+7.8pp | 87.5%+4.4pp | 69.6%+22.3pp |
| Annual return | -6.72% | 7.77%-14.5pp | 651.12%-657.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,274 | $3,812-66.6% | $5,606-77.3% | $2,381-46.5% |
| Participant deferral / active EE | $4,713 | $5,250-10.2% | $6,927-32.0% | $3,470+35.8% |
| Admin fee / account holder | $853 | $6,741-87.3% | $10,705-92.0% | $4,888-82.5% |