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 | $195,862 | $167,484+16.9% | $151,611+29.2% | $134,475+45.6% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -10.30% | 7.80%-18.1pp | 3.33%-13.6pp | 417.96%-428.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,080 | $8,986-43.5% | $8,363-39.3% | $6,400-20.6% |
| Admin fee / account holder | $55,435 | $13,783+302.2% | $11,616+377.2% | $11,426+385.2% |