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 | $167,670 | $211,958-20.9% | $169,463-1.1% | $135,375+23.9% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -7.44% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,724 | $5,120-66.3% | $4,159-58.5% | $4,779-63.9% |
| Participant deferral / active EE | $4,808 | $6,075-20.9% | $5,277-8.9% | $5,609-14.3% |
| Admin fee / account holder | $2,681 | $11,471-76.6% | $9,109-70.6% | $10,827-75.2% |