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 | $198,512 | $167,307+18.7% | $143,757+38.1% | $134,475+47.6% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -8.86% | 0.46%-9.3pp | -0.04%-8.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $2,994 | $5,619-46.7% | $4,951-39.5% | $4,740-36.8% |
| Participant deferral / active EE | $5,094 | $6,446-21.0% | $5,637-9.6% | $6,400-20.4% |
| Admin fee / account holder | $4,101 | $18,088-77.3% | $14,673-72.1% | $11,426-64.1% |