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 | $148,053 | $167,484-11.6% | $151,611-2.3% | $134,475+10.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.30% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,506 | $6,829-19.4% | $6,166-10.7% | $4,740+16.2% |
| Participant deferral / active EE | $6,102 | $8,986-32.1% | $8,363-27.0% | $6,400-4.7% |
| Admin fee / account holder | $60,141 | $13,783+336.3% | $11,616+417.7% | $11,426+426.4% |