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 | $169,303 | $82,664+104.8% | $125,339+35.1% | $68,494+147.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.76% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $12,310 | $3,381+264.1% | $4,814+155.7% | $2,596+374.2% |
| Participant deferral / active EE | $13,856 | $6,110+126.8% | $7,446+86.1% | $4,027+244.1% |
| Admin fee / account holder | $4,465 | $6,275-28.9% | $10,010-55.4% | $5,403-17.4% |