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 | $153,333 | $100,754+52.2% | $86,677+76.9% | $134,475+14.0% |
| Participation rate | 84.6% | 78.9%+5.7pp | 76.6%+8.0pp | 81.2%+3.4pp |
| Annual return | -19.71% | 29.04%-48.7pp | 35.91%-55.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,614 | $3,489-25.1% | $2,836-7.8% | $4,740-44.8% |
| Participant deferral / active EE | $5,041 | $5,338-5.6% | $4,656+8.3% | $6,400-21.2% |
| Admin fee / account holder | $3,977 | $10,926-63.6% | $7,493-46.9% | $11,426-65.2% |