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 | $156,075 | $25,979+500.8% | $71,735+117.6% | $68,494+127.9% |
| Participation rate | 81.3% | 54.5%+26.8pp | 62.3%+18.9pp | 67.9%+13.4pp |
| Annual return | -15.72% | -15.10%-0.6pp | 9.14%-24.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,672 | $900+85.7% | $1,704-1.9% | $2,596-35.6% |
| Participant deferral / active EE | $4,726 | $1,522+210.5% | $2,658+77.8% | $4,027+17.3% |
| Admin fee / account holder | $1,180 | $2,022-41.7% | $3,974-70.3% | $5,403-78.2% |