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 9-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 | $180,831 | $167,307+8.1% | $143,757+25.8% | $134,475+34.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.96% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,810 | $5,619-50.0% | $4,951-43.2% | $4,740-40.7% |
| Participant deferral / active EE | $8,135 | $6,446+26.2% | $5,637+44.3% | $6,400+27.1% |
| Admin fee / account holder | $205,576 | $18,088+1036.5% | $14,673+1301.1% | $11,426+1699.2% |