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 | $153,957 | $167,307-8.0% | $143,757+7.1% | $134,475+14.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.67% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,333 | $5,619-5.1% | $4,951+7.7% | $4,740+12.5% |
| Participant deferral / active EE | $3,943 | $6,446-38.8% | $5,637-30.0% | $6,400-38.4% |
| Admin fee / account holder | $3,703 | $18,088-79.5% | $14,673-74.8% | $11,426-67.6% |