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 | $193,401 | $167,307+15.6% | $143,757+34.5% | $134,475+43.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.00% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,051 | $5,619-45.7% | $4,951-38.4% | $4,740-35.6% |
| Participant deferral / active EE | $5,930 | $6,446-8.0% | $5,637+5.2% | $6,400-7.3% |
| Admin fee / account holder | $16,039 | $18,088-11.3% | $14,673+9.3% | $11,426+40.4% |