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 | $237,006 | $211,958+11.8% | $169,463+39.9% | $135,375+75.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.94% | 3.26%-6.2pp | 1.83%-4.8pp | 519.73%-522.7pp |
| Employer contribution / active EE | $27,299 | $5,120+433.2% | $4,159+556.4% | $4,779+471.3% |
| Participant deferral / active EE | $34,400 | $6,075+466.3% | $5,277+551.9% | $5,609+513.3% |
| Admin fee / account holder | $3,454 | $11,471-69.9% | $9,109-62.1% | $10,827-68.1% |