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 | $220,690 | $167,307+31.9% | $143,757+53.5% | $134,475+64.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.41% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,335 | $5,619-5.1% | $4,951+7.7% | $4,740+12.6% |
| Participant deferral / active EE | $10,590 | $6,446+64.3% | $5,637+87.9% | $6,400+65.5% |
| Admin fee / account holder | $1,441 | $18,088-92.0% | $14,673-90.2% | $11,426-87.4% |