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 | $187,120 | $167,307+11.8% | $143,757+30.2% | $134,475+39.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -15.00% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,036 | $5,619-46.0% | $4,951-38.7% | $4,740-35.9% |
| Participant deferral / active EE | $6,215 | $6,446-3.6% | $5,637+10.3% | $6,400-2.9% |
| Admin fee / account holder | $2,820 | $18,088-84.4% | $14,673-80.8% | $11,426-75.3% |