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 | $224,000 | $167,484+33.7% | $151,611+47.7% | $134,475+66.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.48% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $20,167 | $6,829+195.3% | $6,166+227.1% | $4,740+325.5% |
| Participant deferral / active EE | $17,394 | $8,986+93.6% | $8,363+108.0% | $6,400+171.8% |
| Admin fee / account holder | $355 | $13,783-97.4% | $11,616-96.9% | $11,426-96.9% |