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 | $169,635 | $167,484+1.3% | $151,611+11.9% | $134,475+26.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.98% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $11,183 | $6,829+63.8% | $6,166+81.4% | $4,740+136.0% |
| Participant deferral / active EE | $9,540 | $8,986+6.2% | $8,363+14.1% | $6,400+49.1% |
| Admin fee / account holder | $22,459 | $13,783+63.0% | $11,616+93.3% | $11,426+96.6% |