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 | $161,312 | $167,484-3.7% | $151,611+6.4% | $134,475+20.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -11.22% | 7.80%-19.0pp | 3.33%-14.6pp | 417.96%-429.2pp |
| Employer contribution / active EE | $7,963 | $6,829+16.6% | $6,166+29.1% | $4,740+68.0% |
| Participant deferral / active EE | $9,302 | $8,986+3.5% | $8,363+11.2% | $6,400+45.4% |
| Admin fee / account holder | $30,347 | $13,783+120.2% | $11,616+161.2% | $11,426+165.6% |