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 | $113,795 | $152,509-25.4% | $117,472-3.1% | $134,475-15.4% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -17.65% | 52.99%-70.6pp | 29.74%-47.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,356 | $5,571-39.8% | $4,176-19.6% | $4,740-29.2% |
| Participant deferral / active EE | $5,337 | $4,818+10.8% | $4,070+31.1% | $6,400-16.6% |
| Admin fee / account holder | $880 | $7,004-87.4% | $5,645-84.4% | $11,426-92.3% |