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 | $145,857 | $100,754+44.8% | $86,677+68.3% | $134,475+8.5% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -18.39% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,017 | $3,489-13.5% | $2,836+6.4% | $4,740-36.3% |
| Participant deferral / active EE | $5,137 | $5,338-3.8% | $4,656+10.3% | $6,400-19.7% |
| Admin fee / account holder | $7,724 | $10,926-29.3% | $7,493+3.1% | $11,426-32.4% |