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 7-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 | $225,139 | $167,484+34.4% | $151,611+48.5% | $134,475+67.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.29% | 7.80%-14.1pp | 3.33%-9.6pp | 417.96%-424.3pp |
| Employer contribution / active EE | $13,238 | $6,829+93.9% | $6,166+114.7% | $4,740+179.3% |
| Participant deferral / active EE | $14,767 | $8,986+64.3% | $8,363+76.6% | $6,400+130.7% |
| Admin fee / account holder | $113,970 | $13,783+726.9% | $11,616+881.2% | $11,426+897.5% |