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 | $126,012 | $133,958-5.9% | $112,228+12.3% | $134,475-6.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.57% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $13,848 | $4,038+242.9% | $3,635+281.0% | $4,740+192.2% |
| Participant deferral / active EE | $11,421 | $5,291+115.9% | $4,728+141.6% | $6,400+78.5% |
| Admin fee / account holder | $4,305 | $7,489-42.5% | $6,410-32.8% | $11,426-62.3% |