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 | $237,105 | $167,307+41.7% | $143,757+64.9% | $134,475+76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.51% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $9,708 | $5,619+72.8% | $4,951+96.1% | $4,740+104.8% |
| Participant deferral / active EE | $13,843 | $6,446+114.8% | $5,637+145.6% | $6,400+116.3% |
| Admin fee / account holder | $72,730 | $18,088+302.1% | $14,673+395.7% | $11,426+536.5% |