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 | $124,984 | $100,754+24.0% | $86,677+44.2% | $134,475-7.1% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -15.58% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,558 | $3,489-55.3% | $2,836-45.1% | $4,740-67.1% |
| Participant deferral / active EE | $2,467 | $5,338-53.8% | $4,656-47.0% | $6,400-61.5% |
| Admin fee / account holder | $5,745 | $10,926-47.4% | $7,493-23.3% | $11,426-49.7% |