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 | $231,134 | $133,958+72.5% | $112,228+106.0% | $134,475+71.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.48% | 47.11%-58.6pp | 27.45%-38.9pp | 417.96%-429.4pp |
| Employer contribution / active EE | $12,992 | $4,038+221.8% | $3,635+257.5% | $4,740+174.1% |
| Participant deferral / active EE | $5,279 | $5,291-0.2% | $4,728+11.7% | $6,400-17.5% |
| Admin fee / account holder | $13,228 | $7,489+76.6% | $6,410+106.4% | $11,426+15.8% |