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 | $164,499 | $133,958+22.8% | $112,228+46.6% | $134,475+22.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.44% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,445 | $5,291+59.6% | $4,728+78.6% | $6,400+32.0% |
| Admin fee / account holder | $7,661 | $7,489+2.3% | $6,410+19.5% | $11,426-32.9% |