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 | $200,037 | $100,754+98.5% | $86,677+130.8% | $134,475+48.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.60% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $18,428 | $3,489+428.1% | $2,836+549.7% | $4,740+288.8% |
| Participant deferral / active EE | $10,720 | $5,338+100.8% | $4,656+130.3% | $6,400+67.5% |
| Admin fee / account holder | $21,219 | $10,926+94.2% | $7,493+183.2% | $11,426+85.7% |