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 | $224,816 | $211,958+6.1% | $169,463+32.7% | $135,375+66.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.53% | 3.26%-7.8pp | 1.83%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $9,624 | $5,120+88.0% | $4,159+131.4% | $4,779+101.4% |
| Participant deferral / active EE | $7,477 | $6,075+23.1% | $5,277+41.7% | $5,609+33.3% |
| Admin fee / account holder | $422 | $11,471-96.3% | $9,109-95.4% | $10,827-96.1% |