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 | $119,459 | $133,958-10.8% | $112,228+6.4% | $134,475-11.2% |
| Participation rate | 84.2% | 78.6%+5.7pp | 75.1%+9.1pp | 81.2%+3.0pp |
| Annual return | -18.01% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,122 | $4,038-22.7% | $3,635-14.1% | $4,740-34.1% |
| Participant deferral / active EE | $7,427 | $5,291+40.4% | $4,728+57.1% | $6,400+16.0% |
| Admin fee / account holder | $422 | $7,489-94.4% | $6,410-93.4% | $11,426-96.3% |