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 | $149,751 | $127,386+17.6% | $115,037+30.2% | $125,391+19.4% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -2.35% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,309 | $5,166-74.7% | $4,608-71.6% | $4,866-73.1% |
| Participant deferral / active EE | $6,023 | $6,423-6.2% | $6,026-0.1% | $5,352+12.5% |
| Admin fee / account holder | $1,462 | $9,516-84.6% | $8,175-82.1% | $9,540-84.7% |