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 | $204,479 | $100,754+102.9% | $86,677+135.9% | $134,475+52.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.89% | 29.04%-46.9pp | 35.91%-53.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $10,138 | $3,489+190.6% | $2,836+257.4% | $4,740+113.9% |
| Participant deferral / active EE | $12,103 | $5,338+126.7% | $4,656+160.0% | $6,400+89.1% |
| Admin fee / account holder | $7,660 | $10,926-29.9% | $7,493+2.2% | $11,426-33.0% |