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 | $232,479 | $167,307+39.0% | $143,757+61.7% | $134,475+72.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -10.07% | 0.46%-10.5pp | -0.04%-10.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $2,598 | $5,619-53.8% | $4,951-47.5% | $4,740-45.2% |
| Participant deferral / active EE | $8,252 | $6,446+28.0% | $5,637+46.4% | $6,400+28.9% |
| Admin fee / account holder | $46,370 | $18,088+156.4% | $14,673+216.0% | $11,426+305.8% |