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 | $125,717 | $95,193+32.1% | $76,523+64.3% | $135,375-7.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -3.11% | 4.85%-8.0pp | -0.27%-2.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $864 | $3,302-73.8% | $2,647-67.3% | $4,779-81.9% |
| Participant deferral / active EE | $1,599 | $4,639-65.5% | $3,835-58.3% | $5,609-71.5% |
| Admin fee / account holder | $3,552 | $6,249-43.2% | $4,848-26.7% | $10,827-67.2% |