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 | $139,501 | $133,958+4.1% | $112,228+24.3% | $134,475+3.7% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -12.98% | 47.11%-60.1pp | 27.45%-40.4pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,566 | $4,038-61.2% | $3,635-56.9% | $4,740-67.0% |
| Participant deferral / active EE | $3,035 | $5,291-42.6% | $4,728-35.8% | $6,400-52.6% |
| Admin fee / account holder | $538 | $7,489-92.8% | $6,410-91.6% | $11,426-95.3% |