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 | $203,593 | $127,386+59.8% | $115,037+77.0% | $125,391+62.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $10,000 | $5,166+93.6% | $4,608+117.0% | $4,866+105.5% |
| Participant deferral / active EE | $10,593 | $6,423+64.9% | $6,026+75.8% | $5,352+97.9% |
| Admin fee / account holder | $39,411 | $9,516+314.1% | $8,175+382.1% | $9,540+313.1% |