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 7-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 | $135,290 | $129,942+4.1% | $104,294+29.7% | $134,475+0.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.40% | 42.03%-59.4pp | 24.61%-42.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,729 | $4,184-10.9% | $3,372+10.6% | $4,740-21.3% |
| Participant deferral / active EE | $10,298 | $5,588+84.3% | $4,625+122.7% | $6,400+60.9% |
| Admin fee / account holder | $545 | $9,323-94.2% | $7,339-92.6% | $11,426-95.2% |