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 6-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 | $177,865 | $167,484+6.2% | $151,611+17.3% | $134,475+32.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.40% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $24,263 | $6,829+255.3% | $6,166+293.5% | $4,740+411.9% |
| Participant deferral / active EE | $12,102 | $8,986+34.7% | $8,363+44.7% | $6,400+89.1% |
| Admin fee / account holder | $23,071 | $13,783+67.4% | $11,616+98.6% | $11,426+101.9% |