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 | $213,946 | $167,484+27.7% | $151,611+41.1% | $134,475+59.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.17% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $10,340 | $6,829+51.4% | $6,166+67.7% | $4,740+118.2% |
| Participant deferral / active EE | $12,777 | $8,986+42.2% | $8,363+52.8% | $6,400+99.6% |
| Admin fee / account holder | $3,144 | $13,783-77.2% | $11,616-72.9% | $11,426-72.5% |