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 4-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 | $187,056 | $167,484+11.7% | $151,611+23.4% | $134,475+39.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.68% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $15,316 | $6,829+124.3% | $6,166+148.4% | $4,740+223.1% |
| Participant deferral / active EE | $12,050 | $8,986+34.1% | $8,363+44.1% | $6,400+88.3% |
| Admin fee / account holder | $26,708 | $13,783+93.8% | $11,616+129.9% | $11,426+133.8% |