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 | $115,838 | $77,813+48.9% | $123,544-6.2% | $64,186+80.5% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -3.65% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,939 | $3,014-2.5% | $4,628-36.5% | $2,381+23.4% |
| Participant deferral / active EE | $7,809 | $5,240+49.0% | $6,426+21.5% | $3,470+125.1% |
| Admin fee / account holder | $700 | $5,519-87.3% | $9,284-92.5% | $4,888-85.7% |