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 | $188,165 | $167,307+12.5% | $143,757+30.9% | $134,475+39.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -15.29% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,305 | $5,619-41.2% | $4,951-33.2% | $4,740-30.3% |
| Participant deferral / active EE | $8,151 | $6,446+26.4% | $5,637+44.6% | $6,400+27.4% |
| Admin fee / account holder | $5,128 | $18,088-71.7% | $14,673-65.1% | $11,426-55.1% |