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 | $146,168 | $99,032+47.6% | $80,019+82.7% | $135,375+8.0% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -3.42% | 15.39%-18.8pp | 11.22%-14.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,015 | $3,043-66.6% | $2,468-58.9% | $4,779-78.8% |
| Participant deferral / active EE | $3,874 | $4,282-9.5% | $3,686+5.1% | $5,609-30.9% |
| Admin fee / account holder | $28,209 | $10,436+170.3% | $6,521+332.6% | $10,827+160.5% |