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 | $186,531 | $90,519+106.1% | $93,789+98.9% | $134,475+38.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.73% | -15.72%-1.0pp | -11.33%-5.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,668 | $4,343+7.5% | $4,323+8.0% | $4,740-1.5% |
| Participant deferral / active EE | $6,335 | $5,978+6.0% | $6,094+4.0% | $6,400-1.0% |
| Admin fee / account holder | $11,294 | $9,252+22.1% | $7,195+57.0% | $11,426-1.2% |