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 | $143,881 | $73,867+94.8% | $143,757+0.1% | $68,494+110.1% |
| Participation rate | 79.2% | 66.7%+12.5pp | 80.3%-1.1pp | 67.9%+11.3pp |
| Annual return | -18.28% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,647 | $3,184+45.9% | $4,951-6.1% | $2,596+79.0% |
| Participant deferral / active EE | $6,006 | $3,384+77.5% | $5,637+6.6% | $4,027+49.1% |
| Admin fee / account holder | $1,242 | $5,755-78.4% | $14,673-91.5% | $5,403-77.0% |