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 | $188,531 | $167,307+12.7% | $143,757+31.1% | $134,475+40.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.65% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,829 | $5,619-14.1% | $4,951-2.5% | $4,740+1.9% |
| Participant deferral / active EE | $5,586 | $6,446-13.3% | $5,637-0.9% | $6,400-12.7% |
| Admin fee / account holder | $1,611 | $18,088-91.1% | $14,673-89.0% | $11,426-85.9% |