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 | $144,972 | $110,094+31.7% | $151,611-4.4% | $68,494+111.7% |
| Participation rate | 89.1% | 84.0%+5.1pp | 87.5%+1.6pp | 67.9%+21.2pp |
| Annual return | -17.15% | -10.12%-7.0pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,558 | $4,471-42.8% | $6,166-58.5% | $2,596-1.5% |
| Participant deferral / active EE | $11,925 | $6,527+82.7% | $8,363+42.6% | $4,027+196.1% |
| Admin fee / account holder | $1,136 | $7,719-85.3% | $11,616-90.2% | $5,403-79.0% |