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 | $179,542 | $167,307+7.3% | $143,757+24.9% | $134,475+33.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -10.66% | 0.46%-11.1pp | -0.04%-10.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $5,957 | $5,619+6.0% | $4,951+20.3% | $4,740+25.7% |
| Participant deferral / active EE | $3,957 | $6,446-38.6% | $5,637-29.8% | $6,400-38.2% |
| Admin fee / account holder | $3,719 | $18,088-79.4% | $14,673-74.7% | $11,426-67.5% |