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 | $245,121 | $167,484+46.4% | $151,611+61.7% | $134,475+82.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.04% | 7.80%-22.8pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,467 | $6,829-34.6% | $6,166-27.5% | $4,740-5.7% |
| Participant deferral / active EE | $9,814 | $8,986+9.2% | $8,363+17.3% | $6,400+53.3% |
| Admin fee / account holder | $14,194 | $13,783+3.0% | $11,616+22.2% | $11,426+24.2% |