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 | $171,096 | $133,958+27.7% | $112,228+52.5% | $134,475+27.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.43% | 47.11%-57.5pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,507 | $4,038+11.6% | $3,635+24.0% | $4,740-4.9% |
| Participant deferral / active EE | $23,413 | $5,291+342.5% | $4,728+395.2% | $6,400+265.8% |
| Admin fee / account holder | $167,106 | $7,489+2131.5% | $6,410+2506.9% | $11,426+1362.5% |