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 | $214,784 | $211,958+1.3% | $169,463+26.7% | $135,375+58.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.43% | 3.26%-8.7pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $732 | $5,120-85.7% | $4,159-82.4% | $4,779-84.7% |
| Participant deferral / active EE | $12,989 | $6,075+113.8% | $5,277+146.2% | $5,609+131.6% |
| Admin fee / account holder | $38,701 | $11,471+237.4% | $9,109+324.9% | $10,827+257.4% |