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 | $150,112 | $110,094+36.3% | $151,611-1.0% | $68,494+119.2% |
| Participation rate | 94.7% | 84.0%+10.8pp | 87.5%+7.2pp | 67.9%+26.8pp |
| Annual return | -15.75% | -10.12%-5.6pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,924 | $4,471+10.2% | $6,166-20.1% | $2,596+89.7% |
| Participant deferral / active EE | $7,300 | $6,527+11.8% | $8,363-12.7% | $4,027+81.3% |
| Admin fee / account holder | $4,067 | $7,719-47.3% | $11,616-65.0% | $5,403-24.7% |