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 | $228,853 | $167,484+36.6% | $151,611+50.9% | $134,475+70.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -17.46% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,621 | $6,829-76.3% | $6,166-73.7% | $4,740-65.8% |
| Participant deferral / active EE | $7,076 | $8,986-21.3% | $8,363-15.4% | $6,400+10.6% |
| Admin fee / account holder | $13,461 | $13,783-2.3% | $11,616+15.9% | $11,426+17.8% |