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 | $143,716 | $110,094+30.5% | $151,611-5.2% | $68,494+109.8% |
| Participation rate | 89.2% | 84.0%+5.3pp | 87.5%+1.7pp | 67.9%+21.3pp |
| Annual return | -17.76% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,049 | $4,471-54.2% | $6,166-66.8% | $2,596-21.1% |
| Participant deferral / active EE | $3,658 | $6,527-44.0% | $8,363-56.3% | $4,027-9.2% |
| Admin fee / account holder | $5,873 | $7,719-23.9% | $11,616-49.4% | $5,403+8.7% |