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 | $146,344 | $167,307-12.5% | $143,757+1.8% | $134,475+8.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.52% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,938 | $5,619-47.7% | $4,951-40.7% | $4,740-38.0% |
| Participant deferral / active EE | $7,714 | $6,446+19.7% | $5,637+36.8% | $6,400+20.5% |
| Admin fee / account holder | $10,467 | $18,088-42.1% | $14,673-28.7% | $11,426-8.4% |