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 | $170,744 | $167,307+2.1% | $143,757+18.8% | $134,475+27.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -13.74% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,644 | $5,619-35.2% | $4,951-26.4% | $4,740-23.1% |
| Participant deferral / active EE | $3,803 | $6,446-41.0% | $5,637-32.5% | $6,400-40.6% |
| Admin fee / account holder | $8,648 | $18,088-52.2% | $14,673-41.1% | $11,426-24.3% |