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 7-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 | $118,440 | $190,805-37.9% | $159,960-26.0% | $134,475-11.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.47% | 552.23%-564.7pp | 408.60%-421.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $10,125 | $4,995+102.7% | $4,226+139.6% | $4,740+113.6% |
| Participant deferral / active EE | $22,125 | $6,923+219.6% | $6,182+257.9% | $6,400+245.7% |
| Admin fee / account holder | $757 | $10,471-92.8% | $8,698-91.3% | $11,426-93.4% |