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 | $204,961 | $167,484+22.4% | $151,611+35.2% | $134,475+52.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.25% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $5,238 | $6,829-23.3% | $6,166-15.0% | $4,740+10.5% |
| Participant deferral / active EE | $3,345 | $8,986-62.8% | $8,363-60.0% | $6,400-47.7% |
| Admin fee / account holder | $47,063 | $13,783+241.5% | $11,616+305.2% | $11,426+311.9% |