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 | $222,248 | $167,307+32.8% | $143,757+54.6% | $134,475+65.3% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -13.58% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $6,143 | $5,619+9.3% | $4,951+24.1% | $4,740+29.6% |
| Participant deferral / active EE | $6,151 | $6,446-4.6% | $5,637+9.1% | $6,400-3.9% |
| Admin fee / account holder | $52,919 | $18,088+192.6% | $14,673+260.7% | $11,426+363.2% |