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 | $125,842 | $100,754+24.9% | $86,677+45.2% | $134,475-6.4% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -16.93% | 29.04%-46.0pp | 35.91%-52.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,528 | $3,489-27.5% | $2,836-10.9% | $4,740-46.7% |
| Participant deferral / active EE | $8,469 | $5,338+58.7% | $4,656+81.9% | $6,400+32.3% |
| Admin fee / account holder | $8,805 | $10,926-19.4% | $7,493+17.5% | $11,426-22.9% |