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 | $139,950 | $167,484-16.4% | $151,611-7.7% | $134,475+4.1% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -16.57% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,582 | $6,829-18.3% | $6,166-9.5% | $4,740+17.8% |
| Participant deferral / active EE | $6,551 | $8,986-27.1% | $8,363-21.7% | $6,400+2.4% |
| Admin fee / account holder | $1,794 | $13,783-87.0% | $11,616-84.6% | $11,426-84.3% |