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 | $181,134 | $175,600+3.2% | $129,110+40.3% | $134,475+34.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -2.99% | -11.39%+8.4pp | -10.94%+8.0pp | 417.96%-421.0pp |
| Employer contribution / active EE | $3,162 | $6,355-50.2% | $5,052-37.4% | $4,740-33.3% |
| Participant deferral / active EE | $14,069 | $7,975+76.4% | $6,542+115.1% | $6,400+119.8% |
| Admin fee / account holder | $3,671 | $23,567-84.4% | $14,302-74.3% | $11,426-67.9% |