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 | $146,726 | $73,867+98.6% | $143,757+2.1% | $68,494+114.2% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -14.39% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,756 | $3,184+80.8% | $4,951+16.3% | $2,596+121.7% |
| Participant deferral / active EE | $9,302 | $3,384+174.8% | $5,637+65.0% | $4,027+131.0% |
| Admin fee / account holder | $12,554 | $5,755+118.2% | $14,673-14.4% | $5,403+132.4% |