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 | $156,721 | $167,484-6.4% | $151,611+3.4% | $134,475+16.5% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -9.92% | 7.80%-17.7pp | 3.33%-13.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $6,834 | $6,829+0.1% | $6,166+10.8% | $4,740+44.2% |
| Participant deferral / active EE | $10,778 | $8,986+19.9% | $8,363+28.9% | $6,400+68.4% |
| Admin fee / account holder | $15,721 | $13,783+14.1% | $11,616+35.3% | $11,426+37.6% |