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 | $171,078 | $190,805-10.3% | $159,960+7.0% | $134,475+27.2% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -3.38% | 552.23%-555.6pp | 408.60%-412.0pp | 417.96%-421.3pp |
| Employer contribution / active EE | $10,245 | $4,995+105.1% | $4,226+142.4% | $4,740+116.2% |
| Participant deferral / active EE | $9,026 | $6,923+30.4% | $6,182+46.0% | $6,400+41.0% |
| Admin fee / account holder | $2,706 | $10,471-74.2% | $8,698-68.9% | $11,426-76.3% |