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 | $182,686 | $167,307+9.2% | $143,757+27.1% | $134,475+35.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -16.44% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,708 | $5,619+19.4% | $4,951+35.5% | $4,740+41.5% |
| Participant deferral / active EE | $8,975 | $6,446+39.2% | $5,637+59.2% | $6,400+40.2% |
| Admin fee / account holder | $648 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |