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 | $204,857 | $167,307+22.4% | $143,757+42.5% | $134,475+52.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.66% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $7,461 | $5,619+32.8% | $4,951+50.7% | $4,740+57.4% |
| Participant deferral / active EE | $6,000 | $6,446-6.9% | $5,637+6.4% | $6,400-6.2% |
| Admin fee / account holder | $408 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |