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 | $167,524 | $105,860+58.2% | $90,749+84.6% | $134,475+24.6% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -15.77% | -11.01%-4.8pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,870 | $3,462-17.1% | $2,921-1.8% | $4,740-39.5% |
| Participant deferral / active EE | $2,840 | $5,216-45.5% | $4,564-37.8% | $6,400-55.6% |
| Admin fee / account holder | $1,907 | $13,938-86.3% | $8,445-77.4% | $11,426-83.3% |