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 | $165,451 | $117,690+40.6% | $71,735+130.6% | $134,475+23.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.48% | 25.44%-42.9pp | 9.14%-26.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $9,841 | $2,525+289.8% | $1,704+477.6% | $4,740+107.6% |
| Participant deferral / active EE | $6,719 | $3,759+78.7% | $2,658+152.8% | $6,400+5.0% |
| Admin fee / account holder | $695 | $6,379-89.1% | $3,974-82.5% | $11,426-93.9% |