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 | $221,643 | $90,519+144.9% | $93,789+136.3% | $134,475+64.8% |
| Participation rate | 84.2% | 82.0%+2.3pp | 81.0%+3.3pp | 81.2%+3.0pp |
| Annual return | -17.45% | -15.72%-1.7pp | -11.33%-6.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,018 | $4,343-30.5% | $4,323-30.2% | $4,740-36.3% |
| Participant deferral / active EE | $9,027 | $5,978+51.0% | $6,094+48.1% | $6,400+41.0% |
| Admin fee / account holder | $21,323 | $9,252+130.5% | $7,195+196.4% | $11,426+86.6% |