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 | $214,455 | $167,484+28.0% | $151,611+41.5% | $134,475+59.5% |
| Participation rate | 82.6% | 88.4%-5.8pp | 87.5%-4.9pp | 81.2%+1.4pp |
| Annual return | -17.26% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,857 | $8,986+54.2% | $8,363+65.7% | $6,400+116.5% |
| Admin fee / account holder | $22,802 | $13,783+65.4% | $11,616+96.3% | $11,426+99.6% |