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 | $176,185 | $100,754+74.9% | $86,677+103.3% | $134,475+31.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.19% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,592 | $3,489-54.4% | $2,836-43.9% | $4,740-66.4% |
| Participant deferral / active EE | $4,136 | $5,338-22.5% | $4,656-11.2% | $6,400-35.4% |
| Admin fee / account holder | $8,516 | $10,926-22.1% | $7,493+13.6% | $11,426-25.5% |