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 | $174,878 | $167,307+4.5% | $143,757+21.6% | $134,475+30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.20% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $10,204 | $5,619+81.6% | $4,951+106.1% | $4,740+115.3% |
| Participant deferral / active EE | $12,760 | $6,446+98.0% | $5,637+126.4% | $6,400+99.4% |
| Admin fee / account holder | $375 | $18,088-97.9% | $14,673-97.4% | $11,426-96.7% |