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 | $217,136 | $133,958+62.1% | $112,228+93.5% | $134,475+61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.67% | 47.11%-55.8pp | 27.45%-36.1pp | 417.96%-426.6pp |
| Employer contribution / active EE | $5,126 | $4,038+26.9% | $3,635+41.0% | $4,740+8.1% |
| Participant deferral / active EE | $22,111 | $5,291+317.9% | $4,728+367.7% | $6,400+245.5% |
| Admin fee / account holder | $335,064 | $7,489+4374.3% | $6,410+5127.2% | $11,426+2832.5% |