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 | $175,586 | $133,958+31.1% | $112,228+56.5% | $134,475+30.6% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -18.49% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $17,374 | $4,038+330.2% | $3,635+378.0% | $4,740+266.6% |
| Participant deferral / active EE | $10,751 | $5,291+103.2% | $4,728+127.4% | $6,400+68.0% |
| Admin fee / account holder | $1,044 | $7,489-86.1% | $6,410-83.7% | $11,426-90.9% |