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 | $178,283 | $129,942+37.2% | $104,294+70.9% | $134,475+32.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.73% | 42.03%-55.8pp | 24.61%-38.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $12,500 | $4,184+198.7% | $3,372+270.7% | $4,740+163.7% |
| Participant deferral / active EE | $5,125 | $5,588-8.3% | $4,625+10.8% | $6,400-19.9% |
| Admin fee / account holder | $1,313 | $9,323-85.9% | $7,339-82.1% | $11,426-88.5% |