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 | $169,620 | $142,344+19.2% | $119,609+41.8% | $134,475+26.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.49% | -12.44%+0.9pp | -14.97%+3.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $13,000 | $5,222+148.9% | $4,232+207.2% | $4,740+174.3% |
| Participant deferral / active EE | $21,600 | $6,469+233.9% | $5,602+285.6% | $6,400+237.5% |
| Admin fee / account holder | $4,013 | $13,584-70.5% | $10,323-61.1% | $11,426-64.9% |