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 | $211,698 | $167,307+26.5% | $143,757+47.3% | $134,475+57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.35% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $9,797 | $5,619+74.4% | $4,951+97.9% | $4,740+106.7% |
| Participant deferral / active EE | $5,975 | $6,446-7.3% | $5,637+6.0% | $6,400-6.6% |
| Admin fee / account holder | $1,453 | $18,088-92.0% | $14,673-90.1% | $11,426-87.3% |