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 | $144,906 | $100,754+43.8% | $86,677+67.2% | $134,475+7.8% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | -16.48% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,808 | $3,489-19.5% | $2,836-1.0% | $4,740-40.8% |
| Participant deferral / active EE | $5,977 | $5,338+12.0% | $4,656+28.4% | $6,400-6.6% |
| Admin fee / account holder | $6,181 | $10,926-43.4% | $7,493-17.5% | $11,426-45.9% |