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 | $147,113 | $140,588+4.6% | $123,104+19.5% | $125,391+17.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.04% | 16.80%-19.8pp | 13.22%-16.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $11,665 | $6,041+93.1% | $5,151+126.5% | $4,866+139.7% |
| Participant deferral / active EE | $13,117 | $6,980+87.9% | $6,230+110.6% | $5,352+145.1% |
| Admin fee / account holder | $1,902 | $11,198-83.0% | $9,015-78.9% | $9,540-80.1% |