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 | $189,375 | $167,307+13.2% | $143,757+31.7% | $134,475+40.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.76% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,733 | $5,619-33.6% | $4,951-24.6% | $4,740-21.2% |
| Participant deferral / active EE | $7,406 | $6,446+14.9% | $5,637+31.4% | $6,400+15.7% |
| Admin fee / account holder | $572 | $18,088-96.8% | $14,673-96.1% | $11,426-95.0% |