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 | $178,858 | $147,167+21.5% | $111,392+60.6% | $135,375+32.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 78.9%-3.9pp | 82.6%-7.6pp |
| Annual return | -2.38% | -4.44%+2.1pp | -2.06%-0.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,117 | $5,204-59.3% | $4,328-51.1% | $4,779-55.7% |
| Participant deferral / active EE | $2,998 | $6,565-54.3% | $5,567-46.1% | $5,609-46.5% |
| Admin fee / account holder | $1,892 | $20,270-90.7% | $12,266-84.6% | $10,827-82.5% |