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 | $180,247 | $133,958+34.6% | $112,228+60.6% | $134,475+34.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.37% | 47.11%-59.5pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,605 | $4,038-60.2% | $3,635-55.8% | $4,740-66.1% |
| Participant deferral / active EE | $2,958 | $5,291-44.1% | $4,728-37.4% | $6,400-53.8% |
| Admin fee / account holder | $3,465 | $7,489-53.7% | $6,410-45.9% | $11,426-69.7% |