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 | $136,001 | $127,100+7.0% | $105,738+28.6% | $135,375+0.5% |
| Participation rate | 86.7% | 82.7%+4.0pp | 76.3%+10.3pp | 82.6%+4.0pp |
| Annual return | -4.24% | 4.49%-8.7pp | 6.27%-10.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,660 | $4,107-59.6% | $3,268-49.2% | $4,779-65.3% |
| Participant deferral / active EE | $3,915 | $5,064-22.7% | $4,080-4.0% | $5,609-30.2% |
| Admin fee / account holder | $19,328 | $9,087+112.7% | $6,913+179.6% | $10,827+78.5% |