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 | $201,930 | $167,307+20.7% | $143,757+40.5% | $134,475+50.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.79% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $13,995 | $5,619+149.1% | $4,951+182.7% | $4,740+195.3% |
| Participant deferral / active EE | $10,594 | $6,446+64.4% | $5,637+87.9% | $6,400+65.5% |
| Admin fee / account holder | $10,556 | $18,088-41.6% | $14,673-28.1% | $11,426-7.6% |