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 | $209,897 | $142,344+47.5% | $119,609+75.5% | $134,475+56.1% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -11.11% | -12.44%+1.3pp | -14.97%+3.9pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,124 | $5,222-59.3% | $4,232-49.8% | $4,740-55.2% |
| Participant deferral / active EE | $7,492 | $6,469+15.8% | $5,602+33.7% | $6,400+17.1% |
| Admin fee / account holder | $15,007 | $13,584+10.5% | $10,323+45.4% | $11,426+31.3% |