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 | $162,130 | $167,307-3.1% | $143,757+12.8% | $134,475+20.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.74% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,103 | $5,619-27.0% | $4,951-17.1% | $4,740-13.4% |
| Participant deferral / active EE | $4,952 | $6,446-23.2% | $5,637-12.2% | $6,400-22.6% |
| Admin fee / account holder | $3,009 | $18,088-83.4% | $14,673-79.5% | $11,426-73.7% |