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 | $216,602 | $167,307+29.5% | $143,757+50.7% | $134,475+61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.99% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $8,616 | $5,619+53.3% | $4,951+74.0% | $4,740+81.8% |
| Participant deferral / active EE | $5,054 | $6,446-21.6% | $5,637-10.3% | $6,400-21.0% |
| Admin fee / account holder | $1,488 | $18,088-91.8% | $14,673-89.9% | $11,426-87.0% |