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 | $109,372 | $152,509-28.3% | $117,472-6.9% | $134,475-18.7% |
| Participation rate | 82.4% | 77.1%+5.3pp | 70.6%+11.8pp | 81.2%+1.1pp |
| Annual return | -16.22% | 52.99%-69.2pp | 29.74%-46.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,292 | $5,571-76.8% | $4,176-69.1% | $4,740-72.7% |
| Participant deferral / active EE | $5,414 | $4,818+12.4% | $4,070+33.0% | $6,400-15.4% |
| Admin fee / account holder | $876 | $7,004-87.5% | $5,645-84.5% | $11,426-92.3% |