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 | $126,717 | $167,307-24.3% | $143,757-11.9% | $134,475-5.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.90% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,110 | $5,619-62.4% | $4,951-57.4% | $4,740-55.5% |
| Participant deferral / active EE | $4,790 | $6,446-25.7% | $5,637-15.0% | $6,400-25.1% |
| Admin fee / account holder | $1,553 | $18,088-91.4% | $14,673-89.4% | $11,426-86.4% |