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 | $182,949 | $133,958+36.6% | $112,228+63.0% | $134,475+36.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.04% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $19,965 | $4,038+394.4% | $3,635+449.3% | $4,740+321.2% |
| Participant deferral / active EE | $8,943 | $5,291+69.0% | $4,728+89.1% | $6,400+39.7% |
| Admin fee / account holder | $2,687 | $7,489-64.1% | $6,410-58.1% | $11,426-76.5% |