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 | $225,592 | $127,386+77.1% | $115,037+96.1% | $125,391+79.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.30% | 31.28%-34.6pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $9,648 | $5,166+86.8% | $4,608+109.4% | $4,866+98.3% |
| Participant deferral / active EE | $10,770 | $6,423+67.7% | $6,026+78.7% | $5,352+101.3% |
| Admin fee / account holder | $632 | $9,516-93.4% | $8,175-92.3% | $9,540-93.4% |