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 | $223,301 | $167,307+33.5% | $143,757+55.3% | $134,475+66.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -17.99% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,013 | $5,619-46.4% | $4,951-39.1% | $4,740-36.4% |
| Participant deferral / active EE | $7,213 | $6,446+11.9% | $5,637+27.9% | $6,400+12.7% |
| Admin fee / account holder | $4,712 | $18,088-74.0% | $14,673-67.9% | $11,426-58.8% |