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 | $207,913 | $167,307+24.3% | $143,757+44.6% | $134,475+54.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.98% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $7,270 | $5,619+29.4% | $4,951+46.8% | $4,740+53.4% |
| Participant deferral / active EE | $10,443 | $6,446+62.0% | $5,637+85.3% | $6,400+63.2% |
| Admin fee / account holder | $9,239 | $18,088-48.9% | $14,673-37.0% | $11,426-19.1% |