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 | $200,791 | $140,588+42.8% | $123,104+63.1% | $125,391+60.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.39% | 16.80%-20.2pp | 13.22%-16.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $10,601 | $6,041+75.5% | $5,151+105.8% | $4,866+117.9% |
| Participant deferral / active EE | $7,333 | $6,980+5.1% | $6,230+17.7% | $5,352+37.0% |
| Admin fee / account holder | $700 | $11,198-93.8% | $9,015-92.2% | $9,540-92.7% |