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 | $176,149 | $167,484+5.2% | $151,611+16.2% | $134,475+31.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.78% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $18,388 | $6,829+169.3% | $6,166+198.2% | $4,740+288.0% |
| Participant deferral / active EE | $24,677 | $8,986+174.6% | $8,363+195.1% | $6,400+285.6% |
| Admin fee / account holder | $37,668 | $13,783+173.3% | $11,616+224.3% | $11,426+229.7% |