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 | $146,234 | $106,543+37.3% | $91,220+60.3% | $134,475+8.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -15.88% | 160.60%-176.5pp | 114.01%-129.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $749 | $3,331-77.5% | $2,850-73.7% | $4,740-84.2% |
| Participant deferral / active EE | $1,836 | $4,719-61.1% | $4,234-56.6% | $6,400-71.3% |
| Admin fee / account holder | $4,332 | $6,231-30.5% | $5,420-20.1% | $11,426-62.1% |