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 | $159,933 | $133,958+19.4% | $112,228+42.5% | $134,475+18.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.55% | 47.11%-61.7pp | 27.45%-42.0pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,272 | $4,038-43.7% | $3,635-37.5% | $4,740-52.1% |
| Participant deferral / active EE | $6,402 | $5,291+21.0% | $4,728+35.4% | $6,4000% |
| Admin fee / account holder | $620 | $7,489-91.7% | $6,410-90.3% | $11,426-94.6% |