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 | $135,523 | $100,754+34.5% | $86,677+56.4% | $134,475+0.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.17% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,369 | $3,489-3.5% | $2,836+18.8% | $4,740-28.9% |
| Participant deferral / active EE | $12,695 | $5,338+137.8% | $4,656+172.7% | $6,400+98.4% |
| Admin fee / account holder | $11,027 | $10,926+0.9% | $7,493+47.2% | $11,426-3.5% |