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 | $143,026 | $73,867+93.6% | $143,757-0.5% | $68,494+108.8% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -18.00% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,932 | $3,184-39.3% | $4,951-61.0% | $2,596-25.6% |
| Participant deferral / active EE | $5,958 | $3,384+76.0% | $5,637+5.7% | $4,027+47.9% |
| Admin fee / account holder | $514 | $5,755-91.1% | $14,673-96.5% | $5,403-90.5% |