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 | $135,372 | $100,754+34.4% | $86,677+56.2% | $134,475+0.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.92% | 29.04%-42.0pp | 35.91%-48.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $19,048 | $3,489+445.9% | $2,836+571.6% | $4,740+301.9% |
| Participant deferral / active EE | $9,000 | $5,338+68.6% | $4,656+93.3% | $6,400+40.6% |
| Admin fee / account holder | $33,428 | $10,926+205.9% | $7,493+346.1% | $11,426+192.6% |