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 | $228,044 | $167,484+36.2% | $151,611+50.4% | $134,475+69.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.06% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,535 | $6,829-48.2% | $6,166-42.7% | $4,740-25.4% |
| Participant deferral / active EE | $7,954 | $8,986-11.5% | $8,363-4.9% | $6,400+24.3% |
| Admin fee / account holder | $2,491 | $13,783-81.9% | $11,616-78.6% | $11,426-78.2% |