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 | $163,897 | $100,754+62.7% | $86,677+89.1% | $134,475+21.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.19% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $15,308 | $3,489+338.7% | $2,836+439.7% | $4,740+223.0% |
| Participant deferral / active EE | $12,699 | $5,338+137.9% | $4,656+172.8% | $6,400+98.4% |
| Admin fee / account holder | $999 | $10,926-90.9% | $7,493-86.7% | $11,426-91.3% |