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 | $230,775 | $167,307+37.9% | $143,757+60.5% | $134,475+71.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.66% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $7,892 | $5,619+40.4% | $4,951+59.4% | $4,740+66.5% |
| Participant deferral / active EE | $7,278 | $6,446+12.9% | $5,637+29.1% | $6,400+13.7% |
| Admin fee / account holder | $17,483 | $18,088-3.3% | $14,673+19.2% | $11,426+53.0% |