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 | $195,526 | $167,307+16.9% | $143,757+36.0% | $134,475+45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.10% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,488 | $5,619-37.9% | $4,951-29.6% | $4,740-26.4% |
| Participant deferral / active EE | $12,051 | $6,446+87.0% | $5,637+113.8% | $6,400+88.3% |
| Admin fee / account holder | $1,076 | $18,088-94.1% | $14,673-92.7% | $11,426-90.6% |