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 | $126,912 | $106,543+19.1% | $91,220+39.1% | $134,475-5.6% |
| Participation rate | 73.3% | 76.8%-3.5pp | 73.2%+0.1pp | 81.2%-7.9pp |
| Annual return | -16.86% | 160.60%-177.5pp | 114.01%-130.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,505 | $3,331-24.8% | $2,850-12.1% | $4,740-47.1% |
| Participant deferral / active EE | $6,488 | $4,719+37.5% | $4,234+53.2% | $6,400+1.4% |
| Admin fee / account holder | $1,625 | $6,231-73.9% | $5,420-70.0% | $11,426-85.8% |