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 | $209,116 | $133,958+56.1% | $112,228+86.3% | $134,475+55.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.41% | 47.11%-67.5pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $13,131 | $4,038+225.2% | $3,635+261.3% | $4,740+177.0% |
| Participant deferral / active EE | $7,383 | $5,291+39.6% | $4,728+56.2% | $6,400+15.4% |
| Admin fee / account holder | $1,315 | $7,489-82.4% | $6,410-79.5% | $11,426-88.5% |