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 | $115,845 | $133,958-13.5% | $112,228+3.2% | $134,475-13.9% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -6.48% | 47.11%-53.6pp | 27.45%-33.9pp | 417.96%-424.4pp |
| Employer contribution / active EE | $3,154 | $4,038-21.9% | $3,635-13.2% | $4,740-33.5% |
| Participant deferral / active EE | $7,941 | $5,291+50.1% | $4,728+68.0% | $6,400+24.1% |
| Admin fee / account holder | $49,928 | $7,489+566.7% | $6,410+678.9% | $11,426+337.0% |