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 | $143,550 | $167,484-14.3% | $151,611-5.3% | $134,475+6.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -15.66% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,949 | $6,829-71.5% | $6,166-68.4% | $4,740-58.9% |
| Participant deferral / active EE | $6,572 | $8,986-26.9% | $8,363-21.4% | $6,400+2.7% |
| Admin fee / account holder | $596 | $13,783-95.7% | $11,616-94.9% | $11,426-94.8% |