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 | $188,844 | $142,344+32.7% | $119,609+57.9% | $134,475+40.4% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -14.77% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $6,250 | $5,222+19.7% | $4,232+47.7% | $4,740+31.9% |
| Participant deferral / active EE | $5,576 | $6,469-13.8% | $5,602-0.5% | $6,400-12.9% |
| Admin fee / account holder | $1,040 | $13,584-92.3% | $10,323-89.9% | $11,426-90.9% |