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 | $223,372 | $167,484+33.4% | $151,611+47.3% | $134,475+66.1% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -16.60% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,761 | $6,829-59.6% | $6,166-55.2% | $4,740-41.7% |
| Participant deferral / active EE | $11,858 | $8,986+32.0% | $8,363+41.8% | $6,400+85.3% |
| Admin fee / account holder | $13,530 | $13,783-1.8% | $11,616+16.5% | $11,426+18.4% |