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 | $164,102 | $133,958+22.5% | $112,228+46.2% | $134,475+22.0% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -16.14% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,062 | $4,038-73.7% | $3,635-70.8% | $4,740-77.6% |
| Participant deferral / active EE | $6,928 | $5,291+30.9% | $4,728+46.5% | $6,400+8.3% |
| Admin fee / account holder | $16,568 | $7,489+121.2% | $6,410+158.5% | $11,426+45.0% |