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 | $240,493 | $167,307+43.7% | $143,757+67.3% | $134,475+78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.27% | 0.46%-7.7pp | -0.04%-7.2pp | 417.96%-425.2pp |
| Employer contribution / active EE | $14,552 | $5,619+159.0% | $4,951+193.9% | $4,740+207.0% |
| Participant deferral / active EE | $7,827 | $6,446+21.4% | $5,637+38.8% | $6,400+22.3% |
| Admin fee / account holder | $3,189 | $18,088-82.4% | $14,673-78.3% | $11,426-72.1% |