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 | $215,431 | $167,307+28.8% | $143,757+49.9% | $134,475+60.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.07% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,344 | $5,619-40.5% | $4,951-32.5% | $4,740-29.4% |
| Participant deferral / active EE | $5,757 | $6,446-10.7% | $5,637+2.1% | $6,400-10.0% |
| Admin fee / account holder | $18,762 | $18,088+3.7% | $14,673+27.9% | $11,426+64.2% |