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 6-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 | $187,935 | $167,307+12.3% | $143,757+30.7% | $134,475+39.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.77% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,722 | $5,619-51.6% | $4,951-45.0% | $4,740-42.6% |
| Participant deferral / active EE | $11,518 | $6,446+78.7% | $5,637+104.3% | $6,400+80.0% |
| Admin fee / account holder | $3,370 | $18,088-81.4% | $14,673-77.0% | $11,426-70.5% |