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 | $135,410 | $133,958+1.1% | $112,228+20.7% | $134,475+0.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -15.03% | 47.11%-62.1pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,121 | $4,038-47.5% | $3,635-41.6% | $4,740-55.2% |
| Participant deferral / active EE | $3,436 | $5,291-35.1% | $4,728-27.3% | $6,400-46.3% |
| Admin fee / account holder | $3,474 | $7,489-53.6% | $6,410-45.8% | $11,426-69.6% |