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 | $174,654 | $167,484+4.3% | $151,611+15.2% | $134,475+29.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.06% | 7.80%-25.9pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $24,482 | $6,829+258.5% | $6,166+297.1% | $4,740+416.5% |
| Participant deferral / active EE | $9,492 | $8,986+5.6% | $8,363+13.5% | $6,400+48.3% |
| Admin fee / account holder | $730 | $13,783-94.7% | $11,616-93.7% | $11,426-93.6% |