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 | $169,695 | $167,484+1.3% | $151,611+11.9% | $134,475+26.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.99% | 7.80%-19.8pp | 3.33%-15.3pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,505 | $6,829-78.0% | $6,166-75.6% | $4,740-68.2% |
| Participant deferral / active EE | $6,528 | $8,986-27.4% | $8,363-22.0% | $6,400+2.0% |
| Admin fee / account holder | $1,823 | $13,783-86.8% | $11,616-84.3% | $11,426-84.0% |