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 | $124,457 | $77,813+59.9% | $123,544+0.7% | $64,186+93.9% |
| Participation rate | 70.3% | 74.7%-4.4pp | 82.3%-12.0pp | 69.6%+0.7pp |
| Annual return | -5.34% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $565 | $3,014-81.3% | $4,628-87.8% | $2,381-76.3% |
| Participant deferral / active EE | $7,258 | $5,240+38.5% | $6,426+13.0% | $3,470+109.2% |
| Admin fee / account holder | $8,312 | $5,519+50.6% | $9,284-10.5% | $4,888+70.1% |