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 | $180,769 | $142,344+27.0% | $119,609+51.1% | $134,475+34.4% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.3%+1.7pp | 81.2%-0.3pp |
| Annual return | -18.92% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $9,376 | $5,222+79.5% | $4,232+121.6% | $4,740+97.8% |
| Participant deferral / active EE | $8,210 | $6,469+26.9% | $5,602+46.5% | $6,400+28.3% |
| Admin fee / account holder | $92,223 | $13,584+578.9% | $10,323+793.3% | $11,426+707.1% |