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 | $140,918 | $133,958+5.2% | $112,228+25.6% | $134,475+4.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -12.87% | 47.11%-60.0pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,385 | $4,038-40.9% | $3,635-34.4% | $4,740-49.7% |
| Participant deferral / active EE | $8,093 | $5,291+53.0% | $4,728+71.2% | $6,400+26.5% |
| Admin fee / account holder | $4,046 | $7,489-46.0% | $6,410-36.9% | $11,426-64.6% |