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 6-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 | $223,683 | $167,484+33.6% | $151,611+47.5% | $134,475+66.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.14% | 7.80%-23.9pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,075 | $6,829-69.6% | $6,166-66.3% | $4,740-56.2% |
| Participant deferral / active EE | $4,175 | $8,986-53.5% | $8,363-50.1% | $6,400-34.8% |
| Admin fee / account holder | $11,340 | $13,783-17.7% | $11,616-2.4% | $11,426-0.8% |