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 | $191,387 | $167,484+14.3% | $151,611+26.2% | $134,475+42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.21% | 7.80%-28.0pp | 3.33%-23.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,281 | $6,829-66.6% | $6,166-63.0% | $4,740-51.9% |
| Participant deferral / active EE | $6,603 | $8,986-26.5% | $8,363-21.0% | $6,400+3.2% |
| Admin fee / account holder | $40,591 | $13,783+194.5% | $11,616+249.4% | $11,426+255.3% |