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 | $165,541 | $167,307-1.1% | $143,757+15.2% | $134,475+23.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.01% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,560 | $5,619-1.0% | $4,951+12.3% | $4,740+17.3% |
| Participant deferral / active EE | $7,498 | $6,446+16.3% | $5,637+33.0% | $6,400+17.2% |
| Admin fee / account holder | $2,640 | $18,088-85.4% | $14,673-82.0% | $11,426-76.9% |