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 | $142,227 | $133,958+6.2% | $112,228+26.7% | $134,475+5.8% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -15.69% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,778 | $4,038+18.3% | $3,635+31.5% | $4,740+0.8% |
| Participant deferral / active EE | $4,826 | $5,291-8.8% | $4,728+2.1% | $6,400-24.6% |
| Admin fee / account holder | $1,551 | $7,489-79.3% | $6,410-75.8% | $11,426-86.4% |