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 | $120,160 | $133,958-10.3% | $112,228+7.1% | $134,475-10.6% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -19.89% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,452 | $4,038-64.0% | $3,635-60.0% | $4,740-69.4% |
| Participant deferral / active EE | $6,983 | $5,291+32.0% | $4,728+47.7% | $6,400+9.1% |
| Admin fee / account holder | $671 | $7,489-91.0% | $6,410-89.5% | $11,426-94.1% |