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 | $206,378 | $167,307+23.4% | $143,757+43.6% | $134,475+53.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -18.17% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,074 | $5,619-27.5% | $4,951-17.7% | $4,740-14.0% |
| Participant deferral / active EE | $7,479 | $6,446+16.0% | $5,637+32.7% | $6,400+16.9% |
| Admin fee / account holder | $2,508 | $18,088-86.1% | $14,673-82.9% | $11,426-78.1% |