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 | $130,139 | $99,032+31.4% | $80,019+62.6% | $135,375-3.9% |
| Participation rate | 76.2% | 78.4%-2.2pp | 75.8%+0.4pp | 82.6%-6.5pp |
| Annual return | -3.27% | 15.39%-18.7pp | 11.22%-14.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $5,863 | $3,043+92.7% | $2,468+137.6% | $4,779+22.7% |
| Participant deferral / active EE | $6,565 | $4,282+53.3% | $3,686+78.1% | $5,609+17.1% |
| Admin fee / account holder | $38,177 | $10,436+265.8% | $6,521+485.5% | $10,827+252.6% |