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 | $183,491 | $167,307+9.7% | $143,757+27.6% | $134,475+36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.89% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,467 | $5,619-56.1% | $4,951-50.2% | $4,740-47.9% |
| Participant deferral / active EE | $6,381 | $6,446-1.0% | $5,637+13.2% | $6,400-0.3% |
| Admin fee / account holder | $1,407 | $18,088-92.2% | $14,673-90.4% | $11,426-87.7% |