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 | $144,305 | $167,484-13.8% | $151,611-4.8% | $134,475+7.3% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -13.10% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,472 | $6,829-63.8% | $6,166-59.9% | $4,740-47.8% |
| Participant deferral / active EE | $5,185 | $8,986-42.3% | $8,363-38.0% | $6,400-19.0% |
| Admin fee / account holder | $25,764 | $13,783+86.9% | $11,616+121.8% | $11,426+125.5% |