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 | $131,949 | $167,307-21.1% | $143,757-8.2% | $134,475-1.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.10% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $12,008 | $5,619+113.7% | $4,951+142.5% | $4,740+153.4% |
| Participant deferral / active EE | $7,680 | $6,446+19.1% | $5,637+36.2% | $6,400+20.0% |
| Admin fee / account holder | $4,914 | $18,088-72.8% | $14,673-66.5% | $11,426-57.0% |