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 | $189,966 | $167,484+13.4% | $151,611+25.3% | $134,475+41.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.93% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $11,947 | $6,829+74.9% | $6,166+93.8% | $4,740+152.1% |
| Participant deferral / active EE | $18,167 | $8,986+102.2% | $8,363+117.2% | $6,400+183.9% |
| Admin fee / account holder | $2,156 | $13,783-84.4% | $11,616-81.4% | $11,426-81.1% |