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 | $218,700 | $167,307+30.7% | $143,757+52.1% | $134,475+62.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.66% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,826 | $5,619-49.7% | $4,951-42.9% | $4,740-40.4% |
| Participant deferral / active EE | $6,734 | $6,446+4.5% | $5,637+19.5% | $6,400+5.2% |
| Admin fee / account holder | $3,240 | $18,088-82.1% | $14,673-77.9% | $11,426-71.6% |