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 | $128,900 | $133,958-3.8% | $112,228+14.9% | $134,475-4.1% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -14.77% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $11,297 | $4,038+179.8% | $3,635+210.8% | $4,740+138.3% |
| Participant deferral / active EE | $3,100 | $5,291-41.4% | $4,728-34.4% | $6,400-51.6% |
| Admin fee / account holder | $41,692 | $7,489+456.7% | $6,410+550.4% | $11,426+264.9% |