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 | $195,642 | $167,484+16.8% | $151,611+29.0% | $134,475+45.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -17.61% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,934 | $6,829-71.7% | $6,166-68.6% | $4,740-59.2% |
| Participant deferral / active EE | $6,711 | $8,986-25.3% | $8,363-19.8% | $6,400+4.9% |
| Admin fee / account holder | $1,490 | $13,783-89.2% | $11,616-87.2% | $11,426-87.0% |