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 | $120,557 | $110,094+9.5% | $151,611-20.5% | $68,494+76.0% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -12.66% | -10.12%-2.5pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,916 | $4,471-12.4% | $6,166-36.5% | $2,596+50.8% |
| Participant deferral / active EE | $10,386 | $6,527+59.1% | $8,363+24.2% | $4,027+157.9% |
| Admin fee / account holder | $1,723 | $7,719-77.7% | $11,616-85.2% | $5,403-68.1% |