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 | $159,103 | $167,484-5.0% | $151,611+4.9% | $134,475+18.3% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.5%+8.0pp | 81.2%+14.2pp |
| Annual return | -14.72% | 7.80%-22.5pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,171 | $6,829-53.6% | $6,166-48.6% | $4,740-33.1% |
| Participant deferral / active EE | $6,970 | $8,986-22.4% | $8,363-16.7% | $6,400+8.9% |
| Admin fee / account holder | $2,779 | $13,783-79.8% | $11,616-76.1% | $11,426-75.7% |