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 | $145,317 | $133,958+8.5% | $112,228+29.5% | $134,475+8.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.68% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,376 | $4,038-41.2% | $3,635-34.6% | $4,740-49.9% |
| Participant deferral / active EE | $5,648 | $5,291+6.7% | $4,728+19.5% | $6,400-11.8% |
| Admin fee / account holder | $1,960 | $7,489-73.8% | $6,410-69.4% | $11,426-82.8% |