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 | $169,068 | $82,664+104.5% | $125,339+34.9% | $68,494+146.8% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -17.36% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $809 | $3,381-76.1% | $4,814-83.2% | $2,596-68.8% |
| Participant deferral / active EE | $6,009 | $6,110-1.7% | $7,446-19.3% | $4,027+49.2% |
| Admin fee / account holder | $21,537 | $6,275+243.2% | $10,010+115.2% | $5,403+298.6% |