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 | $189,516 | $142,344+33.1% | $119,609+58.4% | $134,475+40.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -18.59% | -12.44%-6.2pp | -14.97%-3.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,895 | $5,222-44.6% | $4,232-31.6% | $4,740-38.9% |
| Participant deferral / active EE | $5,909 | $6,469-8.7% | $5,602+5.5% | $6,400-7.7% |
| Admin fee / account holder | $16,966 | $13,584+24.9% | $10,323+64.3% | $11,426+48.5% |