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 | $140,073 | $142,344-1.6% | $119,609+17.1% | $134,475+4.2% |
| Participation rate | 78.3% | 82.8%-4.6pp | 79.3%-1.0pp | 81.2%-3.0pp |
| Annual return | -18.42% | -12.44%-6.0pp | -14.97%-3.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,938 | $5,222-62.9% | $4,232-54.2% | $4,740-59.1% |
| Participant deferral / active EE | $4,796 | $6,469-25.9% | $5,602-14.4% | $6,400-25.1% |
| Admin fee / account holder | $469 | $13,584-96.5% | $10,323-95.5% | $11,426-95.9% |