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 6-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 | $189,122 | $167,307+13.0% | $143,757+31.6% | $134,475+40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.39% | 0.46%-12.9pp | -0.04%-12.3pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,956 | $5,619-65.2% | $4,951-60.5% | $4,740-58.7% |
| Participant deferral / active EE | $6,816 | $6,446+5.7% | $5,637+20.9% | $6,400+6.5% |
| Admin fee / account holder | $7,541 | $18,088-58.3% | $14,673-48.6% | $11,426-34.0% |