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 | $232,915 | $167,307+39.2% | $143,757+62.0% | $134,475+73.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -15.11% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,074 | $5,619-63.1% | $4,951-58.1% | $4,740-56.3% |
| Participant deferral / active EE | $5,925 | $6,446-8.1% | $5,637+5.1% | $6,400-7.4% |
| Admin fee / account holder | $11,353 | $18,088-37.2% | $14,673-22.6% | $11,426-0.6% |