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 | $186,703 | $133,958+39.4% | $112,228+66.4% | $134,475+38.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.36% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,836 | $4,038-29.8% | $3,635-22.0% | $4,740-40.2% |
| Participant deferral / active EE | $7,873 | $5,291+48.8% | $4,728+66.5% | $6,400+23.0% |
| Admin fee / account holder | $301 | $7,489-96.0% | $6,410-95.3% | $11,426-97.4% |