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 | $217,559 | $167,307+30.0% | $143,757+51.3% | $134,475+61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.03% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,534 | $5,619-54.9% | $4,951-48.8% | $4,740-46.5% |
| Participant deferral / active EE | $9,867 | $6,446+53.1% | $5,637+75.0% | $6,400+54.2% |
| Admin fee / account holder | $1,679 | $18,088-90.7% | $14,673-88.6% | $11,426-85.3% |