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 | $127,673 | $67,331+89.6% | $60,874+109.7% | $134,475-5.1% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.3pp | 81.2%+14.2pp |
| Annual return | -16.44% | 49.93%-66.4pp | 16.90%-33.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,360 | $3,096-56.1% | $2,701-49.7% | $4,740-71.3% |
| Participant deferral / active EE | $8,331 | $4,538+83.6% | $3,817+118.3% | $6,400+30.2% |
| Admin fee / account holder | $28,218 | $4,582+515.8% | $3,224+775.2% | $11,426+147.0% |