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 | $233,825 | $127,386+83.6% | $115,037+103.3% | $125,391+86.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.33% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $32,267 | $5,166+524.6% | $4,608+600.3% | $4,866+563.1% |
| Participant deferral / active EE | $18,586 | $6,423+189.4% | $6,026+208.4% | $5,352+247.3% |
| Admin fee / account holder | $4,668 | $9,516-51.0% | $8,175-42.9% | $9,540-51.1% |