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 9-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 | $181,428 | $100,754+80.1% | $86,677+109.3% | $134,475+34.9% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -19.44% | 29.04%-48.5pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,164 | $3,489-38.0% | $2,836-23.7% | $4,740-54.3% |
| Participant deferral / active EE | $5,580 | $5,338+4.5% | $4,656+19.8% | $6,400-12.8% |
| Admin fee / account holder | $1,477 | $10,926-86.5% | $7,493-80.3% | $11,426-87.1% |