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 | $176,460 | $99,032+78.2% | $80,019+120.5% | $135,375+30.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.96% | 15.39%-20.3pp | 11.22%-16.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $4,980 | $3,043+63.6% | $2,468+101.8% | $4,779+4.2% |
| Participant deferral / active EE | $21,261 | $4,282+396.5% | $3,686+476.9% | $5,609+279.1% |
| Admin fee / account holder | $39,999 | $10,436+283.3% | $6,521+513.4% | $10,827+269.4% |