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 | $159,836 | $133,958+19.3% | $112,228+42.4% | $134,475+18.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.08% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $973 | $4,038-75.9% | $3,635-73.2% | $4,740-79.5% |
| Participant deferral / active EE | $9,391 | $5,291+77.5% | $4,728+98.6% | $6,400+46.7% |
| Admin fee / account holder | $450 | $7,489-94.0% | $6,410-93.0% | $11,426-96.1% |