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 | $115,339 | $129,942-11.2% | $104,294+10.6% | $134,475-14.2% |
| Participation rate | 77.3% | 79.5%-2.3pp | 73.3%+4.0pp | 81.2%-3.9pp |
| Annual return | -19.51% | 42.03%-61.5pp | 24.61%-44.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,918 | $4,184-54.2% | $3,372-43.1% | $4,740-59.5% |
| Participant deferral / active EE | $6,493 | $5,588+16.2% | $4,625+40.4% | $6,400+1.5% |
| Admin fee / account holder | $546 | $9,323-94.1% | $7,339-92.6% | $11,426-95.2% |