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 | $144,192 | $73,867+95.2% | $143,757+0.3% | $68,494+110.5% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -8.23% | 1.01%-9.2pp | -0.04%-8.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $894 | $3,184-71.9% | $4,951-82.0% | $2,596-65.6% |
| Participant deferral / active EE | $6,880 | $3,384+103.3% | $5,637+22.1% | $4,027+70.9% |
| Admin fee / account holder | $2,052 | $5,755-64.3% | $14,673-86.0% | $5,403-62.0% |