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 | $185,021 | $167,307+10.6% | $143,757+28.7% | $134,475+37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.48% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $7,360 | $5,619+31.0% | $4,951+48.7% | $4,740+55.3% |
| Participant deferral / active EE | $10,605 | $6,446+64.5% | $5,637+88.1% | $6,400+65.7% |
| Admin fee / account holder | $1,552 | $18,088-91.4% | $14,673-89.4% | $11,426-86.4% |