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 | $170,410 | $167,484+1.7% | $151,611+12.4% | $134,475+26.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.34% | 7.80%-28.1pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $14,793 | $6,829+116.6% | $6,166+139.9% | $4,740+212.1% |
| Participant deferral / active EE | $22,471 | $8,986+150.1% | $8,363+168.7% | $6,400+251.1% |
| Admin fee / account holder | $401 | $13,783-97.1% | $11,616-96.5% | $11,426-96.5% |