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 | $182,315 | $127,386+43.1% | $115,037+58.5% | $125,391+45.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.36% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.6pp |
| Employer contribution / active EE | $10,492 | $5,166+103.1% | $4,608+127.7% | $4,866+115.6% |
| Participant deferral / active EE | $6,923 | $6,423+7.8% | $6,026+14.9% | $5,352+29.4% |
| Admin fee / account holder | $16,499 | $9,516+73.4% | $8,175+101.8% | $9,540+72.9% |