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 | $156,778 | $81,900+91.4% | $119,609+31.1% | $68,494+128.9% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -17.24% | -23.82%+6.6pp | -14.97%-2.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $9,469 | $2,693+251.6% | $4,232+123.8% | $2,596+264.7% |
| Participant deferral / active EE | $4,604 | $4,148+11.0% | $5,602-17.8% | $4,027+14.3% |
| Admin fee / account holder | $3,902 | $6,582-40.7% | $10,323-62.2% | $5,403-27.8% |