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 | $185,346 | $133,958+38.4% | $112,228+65.2% | $134,475+37.8% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -14.26% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $885 | $4,038-78.1% | $3,635-75.7% | $4,740-81.3% |
| Participant deferral / active EE | $5,697 | $5,291+7.7% | $4,728+20.5% | $6,400-11.0% |
| Admin fee / account holder | $6,560 | $7,489-12.4% | $6,410+2.3% | $11,426-42.6% |