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 | $185,183 | $167,484+10.6% | $151,611+22.1% | $134,475+37.7% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-3.9pp |
| Annual return | -15.40% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $10,839 | $6,829+58.7% | $6,166+75.8% | $4,740+128.7% |
| Participant deferral / active EE | $17,840 | $8,986+98.5% | $8,363+113.3% | $6,400+178.8% |
| Admin fee / account holder | $10,377 | $13,783-24.7% | $11,616-10.7% | $11,426-9.2% |