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 | $223,431 | $167,484+33.4% | $151,611+47.4% | $134,475+66.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.32% | 7.80%-20.1pp | 3.33%-15.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $4,637 | $6,829-32.1% | $6,166-24.8% | $4,740-2.2% |
| Participant deferral / active EE | $16,100 | $8,986+79.2% | $8,363+92.5% | $6,400+151.6% |
| Admin fee / account holder | $464 | $13,783-96.6% | $11,616-96.0% | $11,426-95.9% |