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 | $206,352 | $167,484+23.2% | $151,611+36.1% | $134,475+53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.22% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.2pp |
| Employer contribution / active EE | $10,099 | $6,829+47.9% | $6,166+63.8% | $4,740+113.1% |
| Participant deferral / active EE | $9,865 | $8,986+9.8% | $8,363+18.0% | $6,400+54.1% |
| Admin fee / account holder | $795 | $13,783-94.2% | $11,616-93.2% | $11,426-93.0% |