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 7-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 | $133,168 | $100,754+32.2% | $86,677+53.6% | $134,475-1.0% |
| Participation rate | 86.4% | 78.9%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -13.41% | 29.04%-42.4pp | 35.91%-49.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $949 | $3,489-72.8% | $2,836-66.5% | $4,740-80.0% |
| Participant deferral / active EE | $6,656 | $5,338+24.7% | $4,656+43.0% | $6,400+4.0% |
| Admin fee / account holder | $4,860 | $10,926-55.5% | $7,493-35.1% | $11,426-57.5% |