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 | $222,832 | $82,664+169.6% | $125,339+77.8% | $68,494+225.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.46% | -5.97%-5.5pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $10,357 | $3,381+206.3% | $4,814+115.2% | $2,596+298.9% |
| Participant deferral / active EE | $6,008 | $6,110-1.7% | $7,446-19.3% | $4,027+49.2% |
| Admin fee / account holder | $143,565 | $6,275+2187.7% | $10,010+1334.3% | $5,403+2557.3% |