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 | $160,424 | $142,344+12.7% | $119,609+34.1% | $134,475+19.3% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -15.21% | -12.44%-2.8pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $5,119 | $5,222-2.0% | $4,232+21.0% | $4,740+8.0% |
| Participant deferral / active EE | $10,130 | $6,469+56.6% | $5,602+80.8% | $6,400+58.3% |
| Admin fee / account holder | $675 | $13,584-95.0% | $10,323-93.5% | $11,426-94.1% |