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 | $175,037 | $133,958+30.7% | $112,228+56.0% | $134,475+30.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.13% | 47.11%-66.2pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,827 | $4,038+19.5% | $3,635+32.8% | $4,740+1.8% |
| Participant deferral / active EE | $14,973 | $5,291+183.0% | $4,728+216.7% | $6,400+134.0% |
| Admin fee / account holder | $6,374 | $7,489-14.9% | $6,410-0.6% | $11,426-44.2% |