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 | $148,872 | $167,484-11.1% | $151,611-1.8% | $134,475+10.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -8.75% | 7.80%-16.5pp | 3.33%-12.1pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,171 | $6,829-53.6% | $6,166-48.6% | $4,740-33.1% |
| Participant deferral / active EE | $7,439 | $8,986-17.2% | $8,363-11.1% | $6,400+16.2% |
| Admin fee / account holder | $2,805 | $13,783-79.6% | $11,616-75.8% | $11,426-75.4% |