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 | $206,139 | $167,307+23.2% | $143,757+43.4% | $134,475+53.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -15.32% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,382 | $5,619+13.6% | $4,951+28.9% | $4,740+34.6% |
| Participant deferral / active EE | $4,700 | $6,446-27.1% | $5,637-16.6% | $6,400-26.6% |
| Admin fee / account holder | $367 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |