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 | $162,883 | $69,010+136.0% | $159,960+1.8% | $68,494+137.8% |
| Participation rate | 77.8% | 65.4%+12.4pp | 78.0%-0.2pp | 67.9%+9.9pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $648 | $2,213-70.7% | $4,226-84.7% | $2,596-75.1% |
| Participant deferral / active EE | $4,236 | $4,212+0.6% | $6,182-31.5% | $4,027+5.2% |
| Admin fee / account holder | $11,444 | $4,798+138.5% | $8,698+31.6% | $5,403+111.8% |