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 | $177,910 | $167,307+6.3% | $143,757+23.8% | $134,475+32.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.54% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,475 | $5,619-56.0% | $4,951-50.0% | $4,740-47.8% |
| Participant deferral / active EE | $16,325 | $6,446+153.3% | $5,637+189.6% | $6,400+155.1% |
| Admin fee / account holder | $424 | $18,088-97.7% | $14,673-97.1% | $11,426-96.3% |