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 | $222,164 | $167,307+32.8% | $143,757+54.5% | $134,475+65.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.27% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $9,903 | $5,619+76.2% | $4,951+100.0% | $4,740+108.9% |
| Participant deferral / active EE | $16,508 | $6,446+156.1% | $5,637+192.9% | $6,400+158.0% |
| Admin fee / account holder | $3,999 | $18,088-77.9% | $14,673-72.7% | $11,426-65.0% |