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 | $150,062 | $100,754+48.9% | $86,677+73.1% | $134,475+11.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.21% | 29.04%-47.2pp | 35.91%-54.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,736 | $3,489+64.4% | $2,836+102.2% | $4,740+21.0% |
| Participant deferral / active EE | $8,964 | $5,338+67.9% | $4,656+92.5% | $6,400+40.1% |
| Admin fee / account holder | $3,163 | $10,926-71.1% | $7,493-57.8% | $11,426-72.3% |