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 | $173,362 | $167,484+3.5% | $151,611+14.3% | $134,475+28.9% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | -17.64% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,758 | $6,829-15.7% | $6,166-6.6% | $4,740+21.5% |
| Participant deferral / active EE | $8,385 | $8,986-6.7% | $8,363+0.3% | $6,400+31.0% |
| Admin fee / account holder | $55,382 | $13,783+301.8% | $11,616+376.8% | $11,426+384.7% |