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 | $215,445 | $142,344+51.4% | $119,609+80.1% | $134,475+60.2% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -16.29% | -12.44%-3.9pp | -14.97%-1.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $10,484 | $5,222+100.8% | $4,232+147.7% | $4,740+121.2% |
| Participant deferral / active EE | $6,537 | $6,469+1.1% | $5,602+16.7% | $6,400+2.1% |
| Admin fee / account holder | $1,975 | $13,584-85.5% | $10,323-80.9% | $11,426-82.7% |