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 | $115,139 | $92,222+24.8% | $76,768+50.0% | $135,375-14.9% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -2.28% | 5.46%-7.7pp | 2.43%-4.7pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,434 | $3,216-24.3% | $2,485-2.0% | $4,779-49.1% |
| Participant deferral / active EE | $3,818 | $4,509-15.3% | $3,852-0.9% | $5,609-31.9% |
| Admin fee / account holder | $5,981 | $10,748-44.4% | $6,675-10.4% | $10,827-44.8% |