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 | $188,019 | $167,307+12.4% | $143,757+30.8% | $134,475+39.8% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -10.36% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $11,431 | $5,619+103.4% | $4,951+130.9% | $4,740+141.2% |
| Participant deferral / active EE | $7,054 | $6,446+9.4% | $5,637+25.1% | $6,400+10.2% |
| Admin fee / account holder | $84,519 | $18,088+367.3% | $14,673+476.0% | $11,426+639.7% |