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 | $168,144 | $167,307+0.5% | $143,757+17.0% | $134,475+25.0% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -15.02% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,845 | $5,619-67.2% | $4,951-62.7% | $4,740-61.1% |
| Participant deferral / active EE | $8,238 | $6,446+27.8% | $5,637+46.1% | $6,400+28.7% |
| Admin fee / account holder | $5,389 | $18,088-70.2% | $14,673-63.3% | $11,426-52.8% |