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 | $193,742 | $133,958+44.6% | $112,228+72.6% | $134,475+44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.54% | 47.11%-59.7pp | 27.45%-40.0pp | 417.96%-430.5pp |
| Employer contribution / active EE | $11,703 | $4,038+189.8% | $3,635+222.0% | $4,740+146.9% |
| Participant deferral / active EE | $8,821 | $5,291+66.7% | $4,728+86.6% | $6,400+37.8% |
| Admin fee / account holder | $543 | $7,489-92.7% | $6,410-91.5% | $11,426-95.2% |