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 | $180,735 | $129,942+39.1% | $104,294+73.3% | $134,475+34.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -1.65% | 42.03%-43.7pp | 24.61%-26.3pp | 417.96%-419.6pp |
| Employer contribution / active EE | $1,870 | $4,184-55.3% | $3,372-44.5% | $4,740-60.5% |
| Participant deferral / active EE | $7,120 | $5,588+27.4% | $4,625+53.9% | $6,400+11.3% |
| Admin fee / account holder | $7,258 | $9,323-22.2% | $7,339-1.1% | $11,426-36.5% |