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 | $196,754 | $142,344+38.2% | $119,609+64.5% | $134,475+46.3% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -18.07% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,647 | $5,222-49.3% | $4,232-37.5% | $4,740-44.2% |
| Participant deferral / active EE | $8,487 | $6,469+31.2% | $5,602+51.5% | $6,400+32.6% |
| Admin fee / account holder | $2,805 | $13,584-79.4% | $10,323-72.8% | $11,426-75.5% |