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 | $175,375 | $167,484+4.7% | $151,611+15.7% | $134,475+30.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.42% | 7.80%-26.2pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,284 | $6,829-51.9% | $6,166-46.7% | $4,740-30.7% |
| Participant deferral / active EE | $7,111 | $8,986-20.9% | $8,363-15.0% | $6,400+11.1% |
| Admin fee / account holder | $28,905 | $13,783+109.7% | $11,616+148.8% | $11,426+153.0% |