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 | $179,096 | $167,307+7.0% | $143,757+24.6% | $134,475+33.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -14.69% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,467 | $5,619-38.3% | $4,951-30.0% | $4,740-26.9% |
| Participant deferral / active EE | $5,057 | $6,446-21.5% | $5,637-10.3% | $6,400-21.0% |
| Admin fee / account holder | $7,368 | $18,088-59.3% | $14,673-49.8% | $11,426-35.5% |