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 | $102,854 | $167,307-38.5% | $143,757-28.5% | $134,475-23.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -0.26% | 0.46%-0.7pp | -0.04%-0.2pp | 417.96%-418.2pp |
| Employer contribution / active EE | $1,741 | $5,619-69.0% | $4,951-64.8% | $4,740-63.3% |
| Participant deferral / active EE | $8,175 | $6,446+26.8% | $5,637+45.0% | $6,400+27.7% |
| Admin fee / account holder | $6,787 | $18,088-62.5% | $14,673-53.7% | $11,426-40.6% |