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 7-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 | $188,941 | $167,484+12.8% | $151,611+24.6% | $134,475+40.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.10% | 7.80%-18.9pp | 3.33%-14.4pp | 417.96%-429.1pp |
| Employer contribution / active EE | $4,533 | $6,829-33.6% | $6,166-26.5% | $4,740-4.4% |
| Participant deferral / active EE | $12,550 | $8,986+39.7% | $8,363+50.1% | $6,400+96.1% |
| Admin fee / account holder | $3,625 | $13,783-73.7% | $11,616-68.8% | $11,426-68.3% |