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 6-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 | $150,665 | $133,958+12.5% | $112,228+34.2% | $134,475+12.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -15.52% | 47.11%-62.6pp | 27.45%-43.0pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,472 | $4,038+10.8% | $3,635+23.1% | $4,740-5.6% |
| Participant deferral / active EE | $4,488 | $5,291-15.2% | $4,728-5.1% | $6,400-29.9% |
| Admin fee / account holder | $5,264 | $7,489-29.7% | $6,410-17.9% | $11,426-53.9% |