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 9-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 | $217,142 | $167,484+29.6% | $151,611+43.2% | $134,475+61.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.79% | 7.80%-11.6pp | 3.33%-7.1pp | 417.96%-421.8pp |
| Employer contribution / active EE | $11,429 | $6,829+67.4% | $6,166+85.4% | $4,740+141.1% |
| Participant deferral / active EE | $4,240 | $8,986-52.8% | $8,363-49.3% | $6,400-33.7% |
| Admin fee / account holder | $134,186 | $13,783+873.6% | $11,616+1055.2% | $11,426+1074.4% |