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 | $158,824 | $167,307-5.1% | $143,757+10.5% | $134,475+18.1% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.80% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,010 | $5,619-64.2% | $4,951-59.4% | $4,740-57.6% |
| Participant deferral / active EE | $5,997 | $6,446-7.0% | $5,637+6.4% | $6,400-6.3% |
| Admin fee / account holder | $1,222 | $18,088-93.2% | $14,673-91.7% | $11,426-89.3% |