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 | $170,860 | $167,484+2.0% | $151,611+12.7% | $134,475+27.1% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -15.09% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $8,138 | $6,829+19.2% | $6,166+32.0% | $4,740+71.7% |
| Participant deferral / active EE | $16,660 | $8,986+85.4% | $8,363+99.2% | $6,400+160.3% |
| Admin fee / account holder | $4,314 | $13,783-68.7% | $11,616-62.9% | $11,426-62.2% |