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 | $147,050 | $100,754+45.9% | $86,677+69.7% | $134,475+9.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.73% | 29.04%-46.8pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,502 | $3,489+0.4% | $2,836+23.5% | $4,740-26.1% |
| Participant deferral / active EE | $14,065 | $5,338+163.5% | $4,656+202.1% | $6,400+119.8% |
| Admin fee / account holder | $437 | $10,926-96.0% | $7,493-94.2% | $11,426-96.2% |