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 | $175,571 | $167,307+4.9% | $143,757+22.1% | $134,475+30.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.41% | 0.46%-7.9pp | -0.04%-7.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,222 | $5,619-60.5% | $4,951-55.1% | $4,740-53.1% |
| Participant deferral / active EE | $7,314 | $6,446+13.5% | $5,637+29.8% | $6,400+14.3% |
| Admin fee / account holder | $9,104 | $18,088-49.7% | $14,673-38.0% | $11,426-20.3% |