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 | $132,503 | $82,286+61.0% | $68,791+92.6% | $134,475-1.5% |
| Participation rate | 95.7% | 75.1%+20.6pp | 69.0%+26.6pp | 81.2%+14.4pp |
| Annual return | -11.38% | -2.19%-9.2pp | -6.38%-5.0pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,547 | $3,301-22.8% | $2,655-4.1% | $4,740-46.3% |
| Participant deferral / active EE | $5,334 | $4,739+12.6% | $3,941+35.3% | $6,400-16.6% |
| Admin fee / account holder | $385 | $6,481-94.1% | $4,932-92.2% | $11,426-96.6% |