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 | $124,251 | $95,862+29.6% | $79,550+56.2% | $134,475-7.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -17.25% | -2.69%-14.6pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,140 | $3,128-63.5% | $2,413-52.7% | $4,740-75.9% |
| Participant deferral / active EE | $7,212 | $4,693+53.7% | $3,985+81.0% | $6,400+12.7% |
| Admin fee / account holder | $9,203 | $9,126+0.8% | $6,832+34.7% | $11,426-19.5% |