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 | $242,137 | $211,958+14.2% | $169,463+42.9% | $135,375+78.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.59% | 3.26%-10.9pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,515 | $5,120-70.4% | $4,159-63.6% | $4,779-68.3% |
| Participant deferral / active EE | $15,902 | $6,075+161.8% | $5,277+201.4% | $5,609+183.5% |
| Admin fee / account holder | $2,374 | $11,471-79.3% | $9,109-73.9% | $10,827-78.1% |