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 | $134,816 | $167,484-19.5% | $151,611-11.1% | $134,475+0.3% |
| Participation rate | 78.3% | 88.4%-10.1pp | 87.5%-9.2pp | 81.2%-3.0pp |
| Annual return | -19.06% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,796 | $6,829-59.1% | $6,166-54.7% | $4,740-41.0% |
| Participant deferral / active EE | $6,772 | $8,986-24.6% | $8,363-19.0% | $6,400+5.8% |
| Admin fee / account holder | $6,676 | $13,783-51.6% | $11,616-42.5% | $11,426-41.6% |