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 | $150,342 | $142,344+5.6% | $119,609+25.7% | $134,475+11.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -14.73% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,256 | $5,222-37.7% | $4,232-23.1% | $4,740-31.3% |
| Participant deferral / active EE | $9,537 | $6,469+47.4% | $5,602+70.2% | $6,400+49.0% |
| Admin fee / account holder | $80,472 | $13,584+492.4% | $10,323+679.5% | $11,426+604.3% |