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 | $193,869 | $167,484+15.8% | $151,611+27.9% | $134,475+44.2% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-3.9pp |
| Annual return | -19.99% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $5,126 | $6,829-24.9% | $6,166-16.9% | $4,740+8.1% |
| Participant deferral / active EE | $9,931 | $8,986+10.5% | $8,363+18.7% | $6,400+55.2% |
| Admin fee / account holder | $18,935 | $13,783+37.4% | $11,616+63.0% | $11,426+65.7% |