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 9-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 | $146,368 | $117,690+24.4% | $71,735+104.0% | $134,475+8.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -11.35% | 25.44%-36.8pp | 9.14%-20.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $11,850 | $2,525+369.4% | $1,704+595.5% | $4,740+150.0% |
| Participant deferral / active EE | $7,025 | $3,759+86.9% | $2,658+164.3% | $6,400+9.8% |
| Admin fee / account holder | $1,025 | $6,379-83.9% | $3,974-74.2% | $11,426-91.0% |