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 6-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 | $153,719 | $129,942+18.3% | $104,294+47.4% | $134,475+14.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.81% | 42.03%-61.8pp | 24.61%-44.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,000 | $4,184+19.5% | $3,372+48.3% | $4,740+5.5% |
| Participant deferral / active EE | $14,400 | $5,588+157.7% | $4,625+211.4% | $6,400+125.0% |
| Admin fee / account holder | $805 | $9,323-91.4% | $7,339-89.0% | $11,426-93.0% |