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 | $141,501 | $127,386+11.1% | $115,037+23.0% | $125,391+12.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.88% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,201 | $5,166-57.4% | $4,608-52.2% | $4,866-54.8% |
| Participant deferral / active EE | $6,516 | $6,423+1.4% | $6,026+8.1% | $5,352+21.8% |
| Admin fee / account holder | $797 | $9,516-91.6% | $8,175-90.2% | $9,540-91.6% |