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 | $182,480 | $142,344+28.2% | $119,609+52.6% | $134,475+35.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -17.11% | -12.44%-4.7pp | -14.97%-2.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,898 | $5,222-44.5% | $4,232-31.5% | $4,740-38.9% |
| Participant deferral / active EE | $8,238 | $6,469+27.3% | $5,602+47.1% | $6,400+28.7% |
| Admin fee / account holder | $2,480 | $13,584-81.7% | $10,323-76.0% | $11,426-78.3% |