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 | $152,713 | $167,307-8.7% | $143,757+6.2% | $134,475+13.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -8.35% | 0.46%-8.8pp | -0.04%-8.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $12,114 | $5,619+115.6% | $4,951+144.7% | $4,740+155.6% |
| Participant deferral / active EE | $10,907 | $6,446+69.2% | $5,637+93.5% | $6,400+70.4% |
| Admin fee / account holder | $16,122 | $18,088-10.9% | $14,673+9.9% | $11,426+41.1% |