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 9-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 | $190,982 | $175,600+8.8% | $129,110+47.9% | $134,475+42.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.3%+2.7pp | 81.2%-1.2pp |
| Annual return | -7.72% | -11.39%+3.7pp | -10.94%+3.2pp | 417.96%-425.7pp |
| Employer contribution / active EE | $3,899 | $6,355-38.6% | $5,052-22.8% | $4,740-17.7% |
| Participant deferral / active EE | $8,063 | $7,975+1.1% | $6,542+23.3% | $6,400+26.0% |
| Admin fee / account holder | $282,300 | $23,567+1097.9% | $14,302+1873.9% | $11,426+2370.7% |