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 | $196,179 | $100,754+94.7% | $86,677+126.3% | $134,475+45.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.59% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,898 | $3,489+69.0% | $2,836+107.9% | $4,740+24.4% |
| Participant deferral / active EE | $13,801 | $5,338+158.5% | $4,656+196.4% | $6,400+115.6% |
| Admin fee / account holder | $862 | $10,926-92.1% | $7,493-88.5% | $11,426-92.5% |