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 | $118,879 | $167,307-28.9% | $143,757-17.3% | $134,475-11.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.97% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,833 | $5,619-67.4% | $4,951-63.0% | $4,740-61.3% |
| Participant deferral / active EE | $5,120 | $6,446-20.6% | $5,637-9.2% | $6,400-20.0% |
| Admin fee / account holder | $625 | $18,088-96.5% | $14,673-95.7% | $11,426-94.5% |