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 | $213,793 | $167,484+27.7% | $151,611+41.0% | $134,475+59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.40% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,000 | $6,829-41.4% | $6,166-35.1% | $4,740-15.6% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,400+110.9% |
| Admin fee / account holder | $11,004 | $13,783-20.2% | $11,616-5.3% | $11,426-3.7% |