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 | $225,220 | $69,010+226.4% | $159,960+40.8% | $68,494+228.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.29% | -9.65%-6.6pp | 408.60%-424.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $13,359 | $2,213+503.5% | $4,226+216.1% | $2,596+414.5% |
| Participant deferral / active EE | $8,463 | $4,212+100.9% | $6,182+36.9% | $4,027+110.1% |
| Admin fee / account holder | $9,845 | $4,798+105.2% | $8,698+13.2% | $5,403+82.2% |