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 | $190,622 | $167,307+13.9% | $143,757+32.6% | $134,475+41.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.40% | 0.46%-4.9pp | -0.04%-4.4pp | 417.96%-422.4pp |
| Employer contribution / active EE | $21,017 | $5,619+274.0% | $4,951+324.5% | $4,740+343.4% |
| Participant deferral / active EE | $16,694 | $6,446+159.0% | $5,637+196.2% | $6,400+160.9% |
| Admin fee / account holder | $34,500 | $18,088+90.7% | $14,673+135.1% | $11,426+201.9% |