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 | $187,704 | $100,754+86.3% | $86,677+116.6% | $134,475+39.6% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -15.80% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,908 | $3,489+69.3% | $2,836+108.3% | $4,740+24.6% |
| Participant deferral / active EE | $10,382 | $5,338+94.5% | $4,656+123.0% | $6,400+62.2% |
| Admin fee / account holder | $806 | $10,926-92.6% | $7,493-89.2% | $11,426-92.9% |