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 | $136,762 | $73,867+85.1% | $143,757-4.9% | $68,494+99.7% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -4.70% | 1.01%-5.7pp | -0.04%-4.7pp | -7.84%+3.1pp |
| Employer contribution / active EE | $2,576 | $3,184-19.1% | $4,951-48.0% | $2,596-0.8% |
| Participant deferral / active EE | $5,630 | $3,384+66.3% | $5,637-0.1% | $4,027+39.8% |
| Admin fee / account holder | $1,470 | $5,755-74.5% | $14,673-90.0% | $5,403-72.8% |