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 | $157,322 | $142,344+10.5% | $119,609+31.5% | $134,475+17.0% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -17.57% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,652 | $5,222+8.2% | $4,232+33.5% | $4,740+19.2% |
| Participant deferral / active EE | $2,753 | $6,469-57.4% | $5,602-50.9% | $6,400-57.0% |
| Admin fee / account holder | $7,507 | $13,584-44.7% | $10,323-27.3% | $11,426-34.3% |