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 | $137,954 | $67,331+104.9% | $60,874+126.6% | $134,475+2.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -16.90% | 49.93%-66.8pp | 16.90%-33.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,198 | $3,096+35.6% | $2,701+55.4% | $4,740-11.4% |
| Participant deferral / active EE | $4,352 | $4,538-4.1% | $3,817+14.0% | $6,400-32.0% |
| Admin fee / account holder | $1,746 | $4,582-61.9% | $3,224-45.9% | $11,426-84.7% |