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 | $175,131 | $167,484+4.6% | $151,611+15.5% | $134,475+30.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.11% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,495 | $6,829-48.8% | $6,166-43.3% | $4,740-26.3% |
| Participant deferral / active EE | $3,509 | $8,986-61.0% | $8,363-58.0% | $6,400-45.2% |
| Admin fee / account holder | $9,206 | $13,783-33.2% | $11,616-20.8% | $11,426-19.4% |