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 | $194,506 | $167,307+16.3% | $143,757+35.3% | $134,475+44.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.57% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,326 | $5,619+12.6% | $4,951+27.8% | $4,740+33.5% |
| Participant deferral / active EE | $6,078 | $6,446-5.7% | $5,637+7.8% | $6,400-5.0% |
| Admin fee / account holder | $6,814 | $18,088-62.3% | $14,673-53.6% | $11,426-40.4% |