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 | $150,625 | $106,115+41.9% | $85,969+75.2% | $125,391+20.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.84% | 13.93%-16.8pp | 9.32%-12.2pp | 282.22%-285.1pp |
| Employer contribution / active EE | $34,500 | $4,537+660.4% | $3,474+893.0% | $4,866+609.0% |
| Participant deferral / active EE | $23,000 | $4,859+373.3% | $3,829+500.6% | $5,352+329.8% |
| Admin fee / account holder | $510 | $8,144-93.7% | $6,053-91.6% | $9,540-94.7% |