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 | $148,804 | $99,640+49.3% | $86,436+72.2% | $134,475+10.7% |
| Participation rate | 95.5% | 82.0%+13.4pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -16.76% | 6782.58%-6799.3pp | 4394.89%-4411.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $9,542 | $4,400+116.8% | $3,769+153.2% | $4,740+101.3% |
| Participant deferral / active EE | $8,646 | $7,246+19.3% | $6,952+24.4% | $6,400+35.1% |
| Admin fee / account holder | $1,493 | $8,371-82.2% | $6,731-77.8% | $11,426-86.9% |