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 | $213,778 | $142,344+50.2% | $119,609+78.7% | $134,475+59.0% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | 2.00% | -12.44%+14.4pp | -14.97%+17.0pp | 417.96%-416.0pp |
| Employer contribution / active EE | $16,398 | $5,222+214.0% | $4,232+287.5% | $4,740+246.0% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,970 | $13,584-48.7% | $10,323-32.5% | $11,426-39.0% |