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 | $177,377 | $167,307+6.0% | $143,757+23.4% | $134,475+31.9% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -18.43% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,607 | $5,619-53.6% | $4,951-47.3% | $4,740-45.0% |
| Participant deferral / active EE | $5,976 | $6,446-7.3% | $5,637+6.0% | $6,400-6.6% |
| Admin fee / account holder | $813 | $18,088-95.5% | $14,673-94.5% | $11,426-92.9% |