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 | $127,909 | $211,958-39.7% | $169,463-24.5% | $135,375-5.5% |
| Participation rate | 78.9% | 82.6%-3.7pp | 77.8%+1.2pp | 82.6%-3.7pp |
| Annual return | -4.46% | 3.26%-7.7pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,254 | $5,120-36.4% | $4,159-21.8% | $4,779-31.9% |
| Participant deferral / active EE | $3,642 | $6,075-40.1% | $5,277-31.0% | $5,609-35.1% |
| Admin fee / account holder | $805 | $11,471-93.0% | $9,109-91.2% | $10,827-92.6% |