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 | $219,914 | $167,484+31.3% | $151,611+45.1% | $134,475+63.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.38% | 7.80%-28.2pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $11,115 | $6,829+62.8% | $6,166+80.3% | $4,740+134.5% |
| Participant deferral / active EE | $9,803 | $8,986+9.1% | $8,363+17.2% | $6,400+53.2% |
| Admin fee / account holder | $1,786 | $13,783-87.0% | $11,616-84.6% | $11,426-84.4% |