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 | $136,486 | $110,094+24.0% | $151,611-10.0% | $68,494+99.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 87.5%-3.3pp | 67.9%+16.3pp |
| Annual return | -16.18% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,411 | $4,471-68.4% | $6,166-77.1% | $2,596-45.7% |
| Participant deferral / active EE | $4,421 | $6,527-32.3% | $8,363-47.1% | $4,027+9.8% |
| Admin fee / account holder | $4,540 | $7,719-41.2% | $11,616-60.9% | $5,403-16.0% |