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 | $154,429 | $95,862+61.1% | $79,550+94.1% | $134,475+14.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -17.69% | -2.69%-15.0pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,217 | $3,128+2.8% | $2,413+33.3% | $4,740-32.1% |
| Participant deferral / active EE | $7,458 | $4,693+58.9% | $3,985+87.1% | $6,400+16.5% |
| Admin fee / account holder | $4,495 | $9,126-50.8% | $6,832-34.2% | $11,426-60.7% |