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 | $214,305 | $167,307+28.1% | $143,757+49.1% | $134,475+59.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $17,100 | $5,619+204.3% | $4,951+245.4% | $4,740+260.8% |
| Participant deferral / active EE | $10,808 | $6,446+67.7% | $5,637+91.7% | $6,400+68.9% |
| Admin fee / account holder | $568,476 | $18,088+3042.8% | $14,673+3774.3% | $11,426+4875.3% |