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 | $136,984 | $133,958+2.3% | $112,228+22.1% | $134,475+1.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -14.88% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,508 | $4,038-62.6% | $3,635-58.5% | $4,740-68.2% |
| Participant deferral / active EE | $5,485 | $5,291+3.7% | $4,728+16.0% | $6,400-14.3% |
| Admin fee / account holder | $520 | $7,489-93.1% | $6,410-91.9% | $11,426-95.4% |