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 | $214,345 | $167,307+28.1% | $143,757+49.1% | $134,475+59.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -6.70% | 0.46%-7.2pp | -0.04%-6.7pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,403 | $5,619-75.0% | $4,951-71.7% | $4,740-70.4% |
| Participant deferral / active EE | $6,852 | $6,446+6.3% | $5,637+21.6% | $6,400+7.1% |
| Admin fee / account holder | $29,369 | $18,088+62.4% | $14,673+100.2% | $11,426+157.0% |