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 | $153,747 | $167,307-8.1% | $143,757+6.9% | $134,475+14.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.40% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $18,000 | $5,619+220.3% | $4,951+263.6% | $4,740+279.8% |
| Participant deferral / active EE | $5,133 | $6,446-20.4% | $5,637-8.9% | $6,400-19.8% |
| Admin fee / account holder | $25,490 | $18,088+40.9% | $14,673+73.7% | $11,426+123.1% |