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 | $131,825 | $133,958-1.6% | $112,228+17.5% | $134,475-2.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -18.63% | 47.11%-65.7pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,592 | $4,038-35.8% | $3,635-28.7% | $4,740-45.3% |
| Participant deferral / active EE | $7,851 | $5,291+48.4% | $4,728+66.1% | $6,400+22.7% |
| Admin fee / account holder | $8,308 | $7,489+10.9% | $6,410+29.6% | $11,426-27.3% |