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 | $143,063 | $142,344+0.5% | $119,609+19.6% | $134,475+6.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.15% | -12.44%+1.3pp | -14.97%+3.8pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,854 | $5,222-45.3% | $4,232-32.6% | $4,740-39.8% |
| Participant deferral / active EE | $10,068 | $6,469+55.6% | $5,602+79.7% | $6,400+57.3% |
| Admin fee / account holder | $1,415 | $13,584-89.6% | $10,323-86.3% | $11,426-87.6% |