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 8-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 | $184,744 | $167,307+10.4% | $143,757+28.5% | $134,475+37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.08% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $8,404 | $5,619+49.6% | $4,951+69.8% | $4,740+77.3% |
| Participant deferral / active EE | $8,540 | $6,446+32.5% | $5,637+51.5% | $6,400+33.4% |
| Admin fee / account holder | $21,694 | $18,088+19.9% | $14,673+47.9% | $11,426+89.9% |