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 | $228,538 | $167,307+36.6% | $143,757+59.0% | $134,475+69.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $8,614 | $5,619+53.3% | $4,951+74.0% | $4,740+81.7% |
| Participant deferral / active EE | $12,393 | $6,446+92.3% | $5,637+119.8% | $6,400+93.6% |
| Admin fee / account holder | $2,338 | $18,088-87.1% | $14,673-84.1% | $11,426-79.5% |