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 | $148,010 | $82,286+79.9% | $68,791+115.2% | $134,475+10.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.56% | -2.19%-17.4pp | -6.38%-13.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $32,106 | $3,301+872.7% | $2,655+1109.2% | $4,740+577.4% |
| Participant deferral / active EE | $18,000 | $4,739+279.9% | $3,941+356.7% | $6,400+181.3% |
| Admin fee / account holder | $660 | $6,481-89.8% | $4,932-86.6% | $11,426-94.2% |