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 7-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 | $190,735 | $142,344+34.0% | $119,609+59.5% | $134,475+41.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | 2.95% | -12.44%+15.4pp | -14.97%+17.9pp | 417.96%-415.0pp |
| Employer contribution / active EE | $4,684 | $5,222-10.3% | $4,232+10.7% | $4,740-1.2% |
| Participant deferral / active EE | $9,589 | $6,469+48.2% | $5,602+71.2% | $6,400+49.8% |
| Admin fee / account holder | $2,007 | $13,584-85.2% | $10,323-80.6% | $11,426-82.4% |