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 | $146,108 | $100,754+45.0% | $86,677+68.6% | $134,475+8.7% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -19.85% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,526 | $3,489-56.3% | $2,836-46.2% | $4,740-67.8% |
| Participant deferral / active EE | $3,840 | $5,338-28.1% | $4,656-17.5% | $6,400-40.0% |
| Admin fee / account holder | $915 | $10,926-91.6% | $7,493-87.8% | $11,426-92.0% |