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 | $225,561 | $167,307+34.8% | $143,757+56.9% | $134,475+67.7% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -12.63% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $12,855 | $5,619+128.8% | $4,951+159.7% | $4,740+171.2% |
| Participant deferral / active EE | $13,521 | $6,446+109.8% | $5,637+139.9% | $6,400+111.3% |
| Admin fee / account holder | $17,874 | $18,088-1.2% | $14,673+21.8% | $11,426+56.4% |