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 9-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 | $144,507 | $127,100+13.7% | $105,738+36.7% | $135,375+6.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.90% | 4.49%-11.4pp | 6.27%-13.2pp | 519.73%-526.6pp |
| Employer contribution / active EE | $7,754 | $4,107+88.8% | $3,268+137.3% | $4,779+62.3% |
| Participant deferral / active EE | $1,577 | $5,064-68.9% | $4,080-61.3% | $5,609-71.9% |
| Admin fee / account holder | $535 | $9,087-94.1% | $6,913-92.3% | $10,827-95.1% |