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 | $198,654 | $167,484+18.6% | $151,611+31.0% | $134,475+47.7% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -17.80% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,825 | $6,829-14.7% | $6,166-5.5% | $4,740+22.9% |
| Participant deferral / active EE | $17,564 | $8,986+95.5% | $8,363+110.0% | $6,400+174.5% |
| Admin fee / account holder | $8,179 | $13,783-40.7% | $11,616-29.6% | $11,426-28.4% |