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 | $151,243 | $110,094+37.4% | $151,611-0.2% | $68,494+120.8% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+6.9pp | 67.9%+26.6pp |
| Annual return | -14.37% | -10.12%-4.3pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,493 | $4,471+0.5% | $6,166-27.1% | $2,596+73.0% |
| Participant deferral / active EE | $8,971 | $6,527+37.4% | $8,363+7.3% | $4,027+122.8% |
| Admin fee / account holder | $3,771 | $7,719-51.1% | $11,616-67.5% | $5,403-30.2% |