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 | $169,455 | $167,307+1.3% | $143,757+17.9% | $134,475+26.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.15% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,380 | $5,619+31.3% | $4,951+49.1% | $4,740+55.7% |
| Participant deferral / active EE | $8,793 | $6,446+36.4% | $5,637+56.0% | $6,400+37.4% |
| Admin fee / account holder | $3,512 | $18,088-80.6% | $14,673-76.1% | $11,426-69.3% |