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 | $134,840 | $167,484-19.5% | $151,611-11.1% | $134,475+0.3% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.5%-0.5pp | 81.2%+5.7pp |
| Annual return | -19.84% | 7.80%-27.6pp | 3.33%-23.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,523 | $6,829-63.1% | $6,166-59.1% | $4,740-46.8% |
| Participant deferral / active EE | $6,143 | $8,986-31.6% | $8,363-26.5% | $6,400-4.0% |
| Admin fee / account holder | $2,629 | $13,783-80.9% | $11,616-77.4% | $11,426-77.0% |