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 | $190,406 | $211,958-10.2% | $169,463+12.4% | $135,375+40.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.13% | 3.26%-11.4pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $5,719 | $5,120+11.7% | $4,159+37.5% | $4,779+19.7% |
| Participant deferral / active EE | $11,840 | $6,075+94.9% | $5,277+124.4% | $5,609+111.1% |
| Admin fee / account holder | $479 | $11,471-95.8% | $9,109-94.7% | $10,827-95.6% |