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 | $160,019 | $133,958+19.5% | $112,228+42.6% | $134,475+19.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.53% | 47.11%-64.6pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,134 | $4,038-47.2% | $3,635-41.3% | $4,740-55.0% |
| Participant deferral / active EE | $7,704 | $5,291+45.6% | $4,728+62.9% | $6,400+20.4% |
| Admin fee / account holder | $4,667 | $7,489-37.7% | $6,410-27.2% | $11,426-59.2% |