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 | $144,699 | $142,344+1.7% | $119,609+21.0% | $134,475+7.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.32% | -12.44%+1.1pp | -14.97%+3.6pp | 417.96%-429.3pp |
| Employer contribution / active EE | $3,341 | $5,222-36.0% | $4,232-21.0% | $4,740-29.5% |
| Participant deferral / active EE | $7,808 | $6,469+20.7% | $5,602+39.4% | $6,400+22.0% |
| Admin fee / account holder | $2,833 | $13,584-79.1% | $10,323-72.6% | $11,426-75.2% |