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 | $147,332 | $142,344+3.5% | $119,609+23.2% | $134,475+9.6% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -18.06% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $6,135 | $5,222+17.5% | $4,232+45.0% | $4,740+29.4% |
| Participant deferral / active EE | $12,860 | $6,469+98.8% | $5,602+129.6% | $6,400+100.9% |
| Admin fee / account holder | $4,740 | $13,584-65.1% | $10,323-54.1% | $11,426-58.5% |