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 | $145,579 | $97,044+50.0% | $83,333+74.7% | $135,375+7.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.83% | 12.31%-18.1pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $5,113 | $4,143+23.4% | $3,379+51.3% | $4,779+7.0% |
| Participant deferral / active EE | $4,098 | $5,964-31.3% | $5,565-26.4% | $5,609-26.9% |
| Admin fee / account holder | $4,256 | $8,380-49.2% | $7,510-43.3% | $10,827-60.7% |