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 | $165,859 | $167,484-1.0% | $151,611+9.4% | $134,475+23.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.18% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,333 | $6,829-21.9% | $6,166-13.5% | $4,740+12.5% |
| Participant deferral / active EE | $12,458 | $8,986+38.6% | $8,363+49.0% | $6,400+94.7% |
| Admin fee / account holder | $1,192 | $13,783-91.4% | $11,616-89.7% | $11,426-89.6% |