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 | $249,835 | $167,484+49.2% | $151,611+64.8% | $134,475+85.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.43% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $7,451 | $6,829+9.1% | $6,166+20.8% | $4,740+57.2% |
| Participant deferral / active EE | $14,540 | $8,986+61.8% | $8,363+73.8% | $6,400+127.2% |
| Admin fee / account holder | $749 | $13,783-94.6% | $11,616-93.6% | $11,426-93.4% |