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 | $167,778 | $142,344+17.9% | $119,609+40.3% | $134,475+24.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -15.35% | -12.44%-2.9pp | -14.97%-0.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $8,997 | $5,222+72.3% | $4,232+112.6% | $4,740+89.8% |
| Participant deferral / active EE | $4,605 | $6,469-28.8% | $5,602-17.8% | $6,400-28.0% |
| Admin fee / account holder | $803 | $13,584-94.1% | $10,323-92.2% | $11,426-93.0% |