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 | $143,684 | $167,307-14.1% | $143,757-0.1% | $134,475+6.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.98% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,344 | $5,619-40.5% | $4,951-32.5% | $4,740-29.4% |
| Participant deferral / active EE | $19,330 | $6,446+199.9% | $5,637+242.9% | $6,400+202.0% |
| Admin fee / account holder | $35,465 | $18,088+96.1% | $14,673+141.7% | $11,426+210.4% |