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 | $206,082 | $167,307+23.2% | $143,757+43.4% | $134,475+53.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -6.89% | 0.46%-7.4pp | -0.04%-6.8pp | 417.96%-424.9pp |
| Employer contribution / active EE | $2,446 | $5,619-56.5% | $4,951-50.6% | $4,740-48.4% |
| Participant deferral / active EE | $9,353 | $6,446+45.1% | $5,637+65.9% | $6,400+46.2% |
| Admin fee / account holder | $1,855 | $18,088-89.7% | $14,673-87.4% | $11,426-83.8% |