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 | $199,155 | $167,307+19.0% | $143,757+38.5% | $134,475+48.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.00% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,000 | $5,619+42.4% | $4,951+61.6% | $4,740+68.8% |
| Participant deferral / active EE | $6,276 | $6,446-2.6% | $5,637+11.3% | $6,400-1.9% |
| Admin fee / account holder | $2,001 | $18,088-88.9% | $14,673-86.4% | $11,426-82.5% |