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 | $152,761 | $167,484-8.8% | $151,611+0.8% | $134,475+13.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -16.86% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,633 | $6,829-32.2% | $6,166-24.9% | $4,740-2.2% |
| Participant deferral / active EE | $9,195 | $8,986+2.3% | $8,363+9.9% | $6,400+43.7% |
| Admin fee / account holder | $57,580 | $13,783+317.8% | $11,616+395.7% | $11,426+403.9% |