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 | $160,736 | $167,484-4.0% | $151,611+6.0% | $134,475+19.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.41% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,190 | $6,829-24.0% | $6,166-15.8% | $4,740+9.5% |
| Participant deferral / active EE | $10,608 | $8,986+18.1% | $8,363+26.8% | $6,400+65.8% |
| Admin fee / account holder | $1,258 | $13,783-90.9% | $11,616-89.2% | $11,426-89.0% |