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 | $161,259 | $142,344+13.3% | $119,609+34.8% | $134,475+19.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -12.81% | -12.44%-0.4pp | -14.97%+2.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,119 | $5,222-78.6% | $4,232-73.6% | $4,740-76.4% |
| Participant deferral / active EE | $8,310 | $6,469+28.5% | $5,602+48.3% | $6,400+29.8% |
| Admin fee / account holder | $644 | $13,584-95.3% | $10,323-93.8% | $11,426-94.4% |