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 | $187,716 | $140,588+33.5% | $123,104+52.5% | $125,391+49.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.34% | 16.80%-16.5pp | 13.22%-12.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,196 | $6,041-63.6% | $5,151-57.4% | $4,866-54.9% |
| Participant deferral / active EE | $8,079 | $6,980+15.7% | $6,230+29.7% | $5,352+51.0% |
| Admin fee / account holder | $7,637 | $11,198-31.8% | $9,015-15.3% | $9,540-20.0% |