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 | $148,687 | $167,307-11.1% | $143,757+3.4% | $134,475+10.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.62% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,110 | $5,619-62.5% | $4,951-57.4% | $4,740-55.5% |
| Participant deferral / active EE | $6,109 | $6,446-5.2% | $5,637+8.4% | $6,400-4.5% |
| Admin fee / account holder | $907 | $18,088-95.0% | $14,673-93.8% | $11,426-92.1% |