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 | $153,396 | $167,484-8.4% | $151,611+1.2% | $134,475+14.1% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -17.53% | 7.80%-25.3pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,813 | $6,829-14.9% | $6,166-5.7% | $4,740+22.7% |
| Participant deferral / active EE | $10,470 | $8,986+16.5% | $8,363+25.2% | $6,400+63.6% |
| Admin fee / account holder | $3,515 | $13,783-74.5% | $11,616-69.7% | $11,426-69.2% |