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 | $241,229 | $167,484+44.0% | $151,611+59.1% | $134,475+79.4% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -12.84% | 7.80%-20.6pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,129 | $6,829-39.5% | $6,166-33.0% | $4,740-12.9% |
| Participant deferral / active EE | $5,533 | $8,986-38.4% | $8,363-33.8% | $6,400-13.6% |
| Admin fee / account holder | $4,745 | $13,783-65.6% | $11,616-59.1% | $11,426-58.5% |