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 | $141,808 | $129,942+9.1% | $104,294+36.0% | $134,475+5.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.80% | 42.03%-53.8pp | 24.61%-36.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,123 | $4,184-73.2% | $3,372-66.7% | $4,740-76.3% |
| Participant deferral / active EE | $2,303 | $5,588-58.8% | $4,625-50.2% | $6,400-64.0% |
| Admin fee / account holder | $357 | $9,323-96.2% | $7,339-95.1% | $11,426-96.9% |