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 | $129,729 | $100,754+28.8% | $86,677+49.7% | $134,475-3.5% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.35% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,374 | $3,489-60.6% | $2,836-51.6% | $4,740-71.0% |
| Participant deferral / active EE | $3,050 | $5,338-42.9% | $4,656-34.5% | $6,400-52.3% |
| Admin fee / account holder | $1,815 | $10,926-83.4% | $7,493-75.8% | $11,426-84.1% |