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 | $186,546 | $140,588+32.7% | $123,104+51.5% | $125,391+48.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.10% | 16.80%-16.9pp | 13.22%-13.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $9,587 | $6,041+58.7% | $5,151+86.1% | $4,866+97.0% |
| Participant deferral / active EE | $6,427 | $6,980-7.9% | $6,230+3.2% | $5,352+20.1% |
| Admin fee / account holder | $3,090 | $11,198-72.4% | $9,015-65.7% | $9,540-67.6% |