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 | $197,558 | $167,307+18.1% | $143,757+37.4% | $134,475+46.9% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -17.03% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,294 | $5,619-5.8% | $4,951+6.9% | $4,740+11.7% |
| Participant deferral / active EE | $8,596 | $6,446+33.4% | $5,637+52.5% | $6,400+34.3% |
| Admin fee / account holder | $9,795 | $18,088-45.8% | $14,673-33.2% | $11,426-14.3% |