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 | $243,301 | $167,484+45.3% | $151,611+60.5% | $134,475+80.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.62% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,897 | $6,829-28.3% | $6,166-20.6% | $4,740+3.3% |
| Participant deferral / active EE | $9,057 | $8,986+0.8% | $8,363+8.3% | $6,400+41.5% |
| Admin fee / account holder | $15,870 | $13,783+15.1% | $11,616+36.6% | $11,426+38.9% |