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 | $160,797 | $133,958+20.0% | $112,228+43.3% | $134,475+19.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.77% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $12,242 | $4,038+203.2% | $3,635+236.8% | $4,740+158.3% |
| Participant deferral / active EE | $12,800 | $5,291+141.9% | $4,728+170.7% | $6,400+100.0% |
| Admin fee / account holder | $2,477 | $7,489-66.9% | $6,410-61.4% | $11,426-78.3% |