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 | $143,246 | $127,386+12.5% | $115,037+24.5% | $125,391+14.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.00% | 31.28%-32.3pp | 26.14%-27.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,777 | $5,166-26.9% | $4,608-18.0% | $4,866-22.4% |
| Participant deferral / active EE | $5,365 | $6,423-16.5% | $6,026-11.0% | $5,352+0.3% |
| Admin fee / account holder | $985 | $9,516-89.6% | $8,175-88.0% | $9,540-89.7% |