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 | $179,153 | $167,484+7.0% | $151,611+18.2% | $134,475+33.2% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -17.13% | 7.80%-24.9pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,809 | $6,829-44.2% | $6,166-38.2% | $4,740-19.6% |
| Participant deferral / active EE | $9,925 | $8,986+10.4% | $8,363+18.7% | $6,400+55.1% |
| Admin fee / account holder | $12,096 | $13,783-12.2% | $11,616+4.1% | $11,426+5.9% |