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 8-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 | $153,017 | $152,509+0.3% | $117,472+30.3% | $134,475+13.8% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.4pp |
| Annual return | -10.87% | 52.99%-63.9pp | 29.74%-40.6pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,550 | $5,571-54.2% | $4,176-38.9% | $4,740-46.2% |
| Participant deferral / active EE | $10,578 | $4,818+119.6% | $4,070+159.9% | $6,400+65.3% |
| Admin fee / account holder | $2,907 | $7,004-58.5% | $5,645-48.5% | $11,426-74.6% |