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 | $143,669 | $100,754+42.6% | $86,677+65.8% | $134,475+6.8% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -17.04% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,971 | $3,489-43.5% | $2,836-30.5% | $4,740-58.4% |
| Participant deferral / active EE | $5,260 | $5,338-1.5% | $4,656+13.0% | $6,400-17.8% |
| Admin fee / account holder | $8,080 | $10,926-26.1% | $7,493+7.8% | $11,426-29.3% |