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 | $148,824 | $100,754+47.7% | $86,677+71.7% | $134,475+10.7% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -14.54% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,564 | $3,489+2.2% | $2,836+25.7% | $4,740-24.8% |
| Participant deferral / active EE | $7,032 | $5,338+31.7% | $4,656+51.0% | $6,400+9.9% |
| Admin fee / account holder | $1,544 | $10,926-85.9% | $7,493-79.4% | $11,426-86.5% |