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 | $120,223 | $95,971+25.3% | $74,550+61.3% | $135,375-11.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -6.99% | 56.96%-63.9pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,118 | $2,716+14.8% | $1,961+59.0% | $4,779-34.7% |
| Participant deferral / active EE | $5,243 | $3,843+36.4% | $3,108+68.7% | $5,609-6.5% |
| Admin fee / account holder | $3,563 | $6,522-45.4% | $5,060-29.6% | $10,827-67.1% |