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 | $149,260 | $142,344+4.9% | $119,609+24.8% | $134,475+11.0% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -16.71% | -12.44%-4.3pp | -14.97%-1.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,464 | $5,222-33.7% | $4,232-18.1% | $4,740-26.9% |
| Participant deferral / active EE | $15,553 | $6,469+140.4% | $5,602+177.6% | $6,400+143.0% |
| Admin fee / account holder | $2,002 | $13,584-85.3% | $10,323-80.6% | $11,426-82.5% |