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 | $218,996 | $167,484+30.8% | $151,611+44.4% | $134,475+62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.94% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,440 | $6,829-5.7% | $6,166+4.4% | $4,740+35.9% |
| Participant deferral / active EE | $7,470 | $8,986-16.9% | $8,363-10.7% | $6,400+16.7% |
| Admin fee / account holder | $2,824 | $13,783-79.5% | $11,616-75.7% | $11,426-75.3% |