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 9-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 | $142,827 | $133,958+6.6% | $112,228+27.3% | $134,475+6.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.43% | 47.11%-63.5pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $12,629 | $4,038+212.8% | $3,635+247.5% | $4,740+166.5% |
| Participant deferral / active EE | $12,468 | $5,291+135.7% | $4,728+163.7% | $6,400+94.8% |
| Admin fee / account holder | $7,802 | $7,489+4.2% | $6,410+21.7% | $11,426-31.7% |