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 | $170,796 | $167,484+2.0% | $151,611+12.7% | $134,475+27.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.79% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $7,509 | $6,829+10.0% | $6,166+21.8% | $4,740+58.4% |
| Participant deferral / active EE | $12,883 | $8,986+43.4% | $8,363+54.0% | $6,400+101.3% |
| Admin fee / account holder | $8,874 | $13,783-35.6% | $11,616-23.6% | $11,426-22.3% |