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 | $148,421 | $133,958+10.8% | $112,228+32.2% | $134,475+10.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -14.89% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,642 | $4,038-34.6% | $3,635-27.3% | $4,740-44.3% |
| Participant deferral / active EE | $10,926 | $5,291+106.5% | $4,728+131.1% | $6,400+70.7% |
| Admin fee / account holder | $770 | $7,489-89.7% | $6,410-88.0% | $11,426-93.3% |