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 | $200,013 | $167,307+19.5% | $143,757+39.1% | $134,475+48.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.29% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $16,798 | $5,619+198.9% | $4,951+239.3% | $4,740+254.4% |
| Participant deferral / active EE | $7,999 | $6,446+24.1% | $5,637+41.9% | $6,400+25.0% |
| Admin fee / account holder | $10,639 | $18,088-41.2% | $14,673-27.5% | $11,426-6.9% |