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 9-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 | $127,756 | $133,958-4.6% | $112,228+13.8% | $134,475-5.0% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -18.08% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,492 | $4,038+11.2% | $3,635+23.6% | $4,740-5.2% |
| Participant deferral / active EE | $14,169 | $5,291+167.8% | $4,728+199.7% | $6,400+121.4% |
| Admin fee / account holder | $1,445 | $7,489-80.7% | $6,410-77.5% | $11,426-87.4% |