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 | $147,128 | $82,664+78.0% | $125,339+17.4% | $68,494+114.8% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $808 | $3,381-76.1% | $4,814-83.2% | $2,596-68.9% |
| Participant deferral / active EE | $7,388 | $6,110+20.9% | $7,446-0.8% | $4,027+83.4% |
| Admin fee / account holder | $2,339 | $6,275-62.7% | $10,010-76.6% | $5,403-56.7% |