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 | $164,545 | $167,484-1.8% | $151,611+8.5% | $134,475+22.4% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -10.91% | 7.80%-18.7pp | 3.33%-14.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $10,344 | $6,829+51.5% | $6,166+67.8% | $4,740+118.2% |
| Participant deferral / active EE | $9,647 | $8,986+7.4% | $8,363+15.3% | $6,400+50.7% |
| Admin fee / account holder | $2,087 | $13,783-84.9% | $11,616-82.0% | $11,426-81.7% |