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 7-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 | $208,510 | $167,484+24.5% | $151,611+37.5% | $134,475+55.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.13% | 7.80%-27.9pp | 3.33%-23.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $58,427 | $6,829+755.6% | $6,166+847.6% | $4,740+1132.7% |
| Participant deferral / active EE | $21,387 | $8,986+138.0% | $8,363+155.7% | $6,400+234.2% |
| Admin fee / account holder | $89,596 | $13,783+550.1% | $11,616+671.3% | $11,426+684.1% |