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 | $131,053 | $133,958-2.2% | $112,228+16.8% | $134,475-2.5% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -16.55% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,155 | $4,038+27.7% | $3,635+41.8% | $4,740+8.8% |
| Participant deferral / active EE | $6,172 | $5,291+16.7% | $4,728+30.5% | $6,400-3.6% |
| Admin fee / account holder | $1,682 | $7,489-77.5% | $6,410-73.8% | $11,426-85.3% |