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 | $158,912 | $95,193+66.9% | $76,523+107.7% | $135,375+17.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -6.91% | 4.85%-11.8pp | -0.27%-6.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $8,522 | $3,302+158.0% | $2,647+221.9% | $4,779+78.3% |
| Participant deferral / active EE | $13,467 | $4,639+190.3% | $3,835+251.1% | $5,609+140.1% |
| Admin fee / account holder | $2,709 | $6,249-56.7% | $4,848-44.1% | $10,827-75.0% |