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 | $207,675 | $167,307+24.1% | $143,757+44.5% | $134,475+54.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.20% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,710 | $5,619-51.8% | $4,951-45.3% | $4,740-42.8% |
| Participant deferral / active EE | $7,957 | $6,446+23.4% | $5,637+41.2% | $6,400+24.3% |
| Admin fee / account holder | $3,356 | $18,088-81.4% | $14,673-77.1% | $11,426-70.6% |