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 | $180,401 | $167,307+7.8% | $143,757+25.5% | $134,475+34.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.61% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,639 | $5,619-35.2% | $4,951-26.5% | $4,740-23.2% |
| Participant deferral / active EE | $2,325 | $6,446-63.9% | $5,637-58.7% | $6,400-63.7% |
| Admin fee / account holder | $1,161 | $18,088-93.6% | $14,673-92.1% | $11,426-89.8% |