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 | $147,459 | $133,958+10.1% | $112,228+31.4% | $134,475+9.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -12.75% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,698 | $4,038-57.9% | $3,635-53.3% | $4,740-64.2% |
| Participant deferral / active EE | $5,862 | $5,291+10.8% | $4,728+24.0% | $6,400-8.4% |
| Admin fee / account holder | $4,808 | $7,489-35.8% | $6,410-25.0% | $11,426-57.9% |