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 | $130,687 | $87,540+49.3% | $75,781+72.5% | $125,391+4.2% |
| Participation rate | 93.8% | 80.2%+13.6pp | 75.8%+17.9pp | 83.2%+10.6pp |
| Annual return | -1.74% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $5,625 | $3,930+43.1% | $3,323+69.3% | $4,866+15.6% |
| Participant deferral / active EE | $4,737 | $4,229+12.0% | $3,651+29.7% | $5,352-11.5% |
| Admin fee / account holder | $1,062 | $6,502-83.7% | $5,299-80.0% | $9,540-88.9% |