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 | $187,397 | $167,484+11.9% | $151,611+23.6% | $134,475+39.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.78% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $6,087 | $6,829-10.9% | $6,166-1.3% | $4,740+28.4% |
| Participant deferral / active EE | $14,654 | $8,986+63.1% | $8,363+75.2% | $6,400+129.0% |
| Admin fee / account holder | $28,865 | $13,783+109.4% | $11,616+148.5% | $11,426+152.6% |