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 | $173,312 | $167,307+3.6% | $143,757+20.6% | $134,475+28.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.12% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,838 | $5,619-49.5% | $4,951-42.7% | $4,740-40.1% |
| Participant deferral / active EE | $2,554 | $6,446-60.4% | $5,637-54.7% | $6,400-60.1% |
| Admin fee / account holder | $10,475 | $18,088-42.1% | $14,673-28.6% | $11,426-8.3% |