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 | $164,834 | $142,344+15.8% | $119,609+37.8% | $134,475+22.6% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -15.53% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $11,808 | $5,222+126.1% | $4,232+179.0% | $4,740+149.1% |
| Participant deferral / active EE | $9,466 | $6,469+46.3% | $5,602+69.0% | $6,400+47.9% |
| Admin fee / account holder | $11,653 | $13,584-14.2% | $10,323+12.9% | $11,426+2.0% |