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 | $161,591 | $133,958+20.6% | $112,228+44.0% | $134,475+20.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.22% | 47.11%-63.3pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $13,504 | $4,038+234.4% | $3,635+271.6% | $4,740+184.9% |
| Participant deferral / active EE | $4,676 | $5,291-11.6% | $4,728-1.1% | $6,400-26.9% |
| Admin fee / account holder | $922 | $7,489-87.7% | $6,410-85.6% | $11,426-91.9% |