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 | $164,127 | $133,958+22.5% | $112,228+46.2% | $134,475+22.0% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -12.56% | 47.11%-59.7pp | 27.45%-40.0pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,624 | $4,038-35.0% | $3,635-27.8% | $4,740-44.6% |
| Participant deferral / active EE | $4,002 | $5,291-24.4% | $4,728-15.4% | $6,400-37.5% |
| Admin fee / account holder | $4,175 | $7,489-44.2% | $6,410-34.9% | $11,426-63.5% |