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 | $168,666 | $158,817+6.2% | $121,196+39.2% | $135,375+24.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.80% | -0.64%-7.2pp | 16.93%-24.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $30,287 | $5,665+434.6% | $4,022+653.1% | $4,779+533.8% |
| Participant deferral / active EE | $14,767 | $4,005+268.7% | $3,344+341.5% | $5,609+163.3% |
| Admin fee / account holder | $724 | $6,512-88.9% | $5,019-85.6% | $10,827-93.3% |