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 | $183,649 | $131,829+39.3% | $108,579+69.1% | $273,961-33.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.81% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,018 | $4,912-79.3% | $3,758-72.9% | $4,869-79.1% |
| Participant deferral / active EE | $6,335 | $5,127+23.6% | $4,311+47.0% | $5,287+19.8% |
| Admin fee / account holder | $16,478 | $10,252+60.7% | $7,645+115.5% | $10,132+62.6% |