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 | $194,726 | $167,484+16.3% | $151,611+28.4% | $134,475+44.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -20.51% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,324 | $6,829-51.3% | $6,166-46.1% | $4,740-29.9% |
| Participant deferral / active EE | $11,755 | $8,986+30.8% | $8,363+40.5% | $6,400+83.7% |
| Admin fee / account holder | $9,067 | $13,783-34.2% | $11,616-21.9% | $11,426-20.6% |