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 | $140,387 | $92,222+52.2% | $76,768+82.9% | $135,375+3.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.96% | 5.46%-9.4pp | 2.43%-6.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $681 | $3,216-78.8% | $2,485-72.6% | $4,779-85.7% |
| Participant deferral / active EE | $4,741 | $4,509+5.1% | $3,852+23.1% | $5,609-15.5% |
| Admin fee / account holder | $596 | $10,748-94.5% | $6,675-91.1% | $10,827-94.5% |