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 | $240,491 | $167,484+43.6% | $151,611+58.6% | $134,475+78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.84% | 7.80%-26.6pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,288 | $6,829-51.9% | $6,166-46.7% | $4,740-30.6% |
| Participant deferral / active EE | $11,988 | $8,986+33.4% | $8,363+43.3% | $6,400+87.3% |
| Admin fee / account holder | $1,732 | $13,783-87.4% | $11,616-85.1% | $11,426-84.8% |