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 | $155,751 | $167,484-7.0% | $151,611+2.7% | $134,475+15.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.47% | 7.80%-21.3pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,426 | $6,829-35.2% | $6,166-28.2% | $4,740-6.6% |
| Participant deferral / active EE | $15,669 | $8,986+74.4% | $8,363+87.4% | $6,400+144.8% |
| Admin fee / account holder | $19,644 | $13,783+42.5% | $11,616+69.1% | $11,426+71.9% |