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 | $121,268 | $140,588-13.7% | $123,104-1.5% | $125,391-3.3% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.45% | 16.80%-17.2pp | 13.22%-13.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,541 | $6,041-57.9% | $5,151-50.7% | $4,866-47.8% |
| Participant deferral / active EE | $5,487 | $6,980-21.4% | $6,230-11.9% | $5,352+2.5% |
| Admin fee / account holder | $1,081 | $11,198-90.3% | $9,015-88.0% | $9,540-88.7% |