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 | $209,532 | $167,307+25.2% | $143,757+45.8% | $134,475+55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.88% | 0.46%-9.3pp | -0.04%-8.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $8,813 | $5,619+56.8% | $4,951+78.0% | $4,740+85.9% |
| Participant deferral / active EE | $8,429 | $6,446+30.8% | $5,637+49.5% | $6,400+31.7% |
| Admin fee / account holder | $936 | $18,088-94.8% | $14,673-93.6% | $11,426-91.8% |