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 | $150,089 | $99,032+51.6% | $80,019+87.6% | $135,375+10.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.14% | 15.39%-23.5pp | 11.22%-19.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,203 | $3,043-27.6% | $2,468-10.7% | $4,779-53.9% |
| Participant deferral / active EE | $8,865 | $4,282+107.0% | $3,686+140.5% | $5,609+58.1% |
| Admin fee / account holder | $2,137 | $10,436-79.5% | $6,521-67.2% | $10,827-80.3% |