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 | $142,473 | $167,307-14.8% | $143,757-0.9% | $134,475+5.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -15.84% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,611 | $5,619-71.3% | $4,951-67.5% | $4,740-66.0% |
| Participant deferral / active EE | $4,383 | $6,446-32.0% | $5,637-22.3% | $6,400-31.5% |
| Admin fee / account holder | $913 | $18,088-95.0% | $14,673-93.8% | $11,426-92.0% |