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 | $179,769 | $167,307+7.4% | $143,757+25.1% | $134,475+33.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.73% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,493 | $5,619-55.6% | $4,951-49.6% | $4,740-47.4% |
| Participant deferral / active EE | $11,639 | $6,446+80.6% | $5,637+106.5% | $6,400+81.9% |
| Admin fee / account holder | $2,185 | $18,088-87.9% | $14,673-85.1% | $11,426-80.9% |