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 9-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 | $157,258 | $127,386+23.5% | $115,037+36.7% | $125,391+25.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.48% | 31.28%-33.8pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $8,877 | $5,166+71.8% | $4,608+92.7% | $4,866+82.4% |
| Participant deferral / active EE | $9,653 | $6,423+50.3% | $6,026+60.2% | $5,352+80.4% |
| Admin fee / account holder | $14,660 | $9,516+54.0% | $8,175+79.3% | $9,540+53.7% |