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 | $238,647 | $167,307+42.6% | $143,757+66.0% | $134,475+77.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.64% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,176 | $5,619-7.9% | $4,951+4.5% | $4,740+9.2% |
| Participant deferral / active EE | $13,135 | $6,446+103.8% | $5,637+133.0% | $6,400+105.2% |
| Admin fee / account holder | $4,860 | $18,088-73.1% | $14,673-66.9% | $11,426-57.5% |