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 | $198,107 | $142,344+39.2% | $119,609+65.6% | $134,475+47.3% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -15.31% | -12.44%-2.9pp | -14.97%-0.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $8,994 | $5,222+72.2% | $4,232+112.5% | $4,740+89.8% |
| Participant deferral / active EE | $5,579 | $6,469-13.8% | $5,602-0.4% | $6,400-12.8% |
| Admin fee / account holder | $4,484 | $13,584-67.0% | $10,323-56.6% | $11,426-60.8% |