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 | $209,848 | $167,484+25.3% | $151,611+38.4% | $134,475+56.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -15.08% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,624 | $6,829-17.6% | $6,166-8.8% | $4,740+18.7% |
| Participant deferral / active EE | $14,558 | $8,986+62.0% | $8,363+74.1% | $6,400+127.5% |
| Admin fee / account holder | $2,911 | $13,783-78.9% | $11,616-74.9% | $11,426-74.5% |