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 | $148,079 | $100,754+47.0% | $86,677+70.8% | $134,475+10.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.58% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $15,432 | $3,489+342.3% | $2,836+444.1% | $4,740+225.6% |
| Participant deferral / active EE | $4,912 | $5,338-8.0% | $4,656+5.5% | $6,400-23.2% |
| Admin fee / account holder | $3,464 | $10,926-68.3% | $7,493-53.8% | $11,426-69.7% |