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 | $191,703 | $176,377+8.7% | $134,143+42.9% | $158,922+20.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.43% | 63.63%-55.2pp | 36.33%-27.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $7,075 | $5,040+40.4% | $3,704+91.0% | $4,761+48.6% |
| Participant deferral / active EE | $8,000 | $4,091+95.5% | $3,499+128.6% | $5,982+33.7% |
| Admin fee / account holder | $1,544 | $8,718-82.3% | $6,684-76.9% | $11,246-86.3% |