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 7-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 | $167,229 | $100,754+66.0% | $86,677+92.9% | $134,475+24.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.27% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,616 | $3,489+3.6% | $2,836+27.5% | $4,740-23.7% |
| Participant deferral / active EE | $12,620 | $5,338+136.4% | $4,656+171.1% | $6,400+97.2% |
| Admin fee / account holder | $955 | $10,926-91.3% | $7,493-87.3% | $11,426-91.6% |