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 | $184,160 | $167,307+10.1% | $143,757+28.1% | $134,475+36.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.10% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $7,861 | $5,619+39.9% | $4,951+58.8% | $4,740+65.9% |
| Participant deferral / active EE | $2,593 | $6,446-59.8% | $5,637-54.0% | $6,400-59.5% |
| Admin fee / account holder | $545 | $18,088-97.0% | $14,673-96.3% | $11,426-95.2% |