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 | $149,870 | $167,307-10.4% | $143,757+4.3% | $134,475+11.4% |
| Participation rate | 86.4% | 84.8%+1.6pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -16.63% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,754 | $5,619-33.2% | $4,951-24.2% | $4,740-20.8% |
| Participant deferral / active EE | $6,064 | $6,446-5.9% | $5,637+7.6% | $6,400-5.2% |
| Admin fee / account holder | $850 | $18,088-95.3% | $14,673-94.2% | $11,426-92.6% |