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 | $201,549 | $167,484+20.3% | $151,611+32.9% | $134,475+49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.24% | 7.80%-16.0pp | 3.33%-11.6pp | 417.96%-426.2pp |
| Employer contribution / active EE | $2,514 | $6,829-63.2% | $6,166-59.2% | $4,740-47.0% |
| Participant deferral / active EE | $5,837 | $8,986-35.0% | $8,363-30.2% | $6,400-8.8% |
| Admin fee / account holder | $6,371 | $13,783-53.8% | $11,616-45.2% | $11,426-44.2% |