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 | $183,212 | $167,307+9.5% | $143,757+27.4% | $134,475+36.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.95% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $11,296 | $5,619+101.0% | $4,951+128.1% | $4,740+138.3% |
| Participant deferral / active EE | $5,844 | $6,446-9.3% | $5,637+3.7% | $6,400-8.7% |
| Admin fee / account holder | $381,276 | $18,088+2007.9% | $14,673+2498.5% | $11,426+3236.9% |