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 | $170,344 | $100,754+69.1% | $86,677+96.5% | $134,475+26.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.65% | 29.04%-42.7pp | 35.91%-49.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $15,874 | $3,489+354.9% | $2,836+459.6% | $4,740+234.9% |
| Participant deferral / active EE | $5,901 | $5,338+10.5% | $4,656+26.7% | $6,400-7.8% |
| Admin fee / account holder | $2,564 | $10,926-76.5% | $7,493-65.8% | $11,426-77.6% |