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 | $126,110 | $167,307-24.6% | $143,757-12.3% | $134,475-6.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.25% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,284 | $5,619-59.4% | $4,951-53.9% | $4,740-51.8% |
| Participant deferral / active EE | $6,358 | $6,446-1.4% | $5,637+12.8% | $6,400-0.6% |
| Admin fee / account holder | $1,291 | $18,088-92.9% | $14,673-91.2% | $11,426-88.7% |