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 | $221,932 | $211,958+4.7% | $169,463+31.0% | $135,375+63.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.81% | 3.26%-10.1pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $13,568 | $5,120+165.0% | $4,159+226.2% | $4,779+183.9% |
| Participant deferral / active EE | $4,297 | $6,075-29.3% | $5,277-18.6% | $5,609-23.4% |
| Admin fee / account holder | $6,698 | $11,471-41.6% | $9,109-26.5% | $10,827-38.1% |