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 | $234,282 | $133,958+74.9% | $112,228+108.8% | $134,475+74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.89% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,941 | $4,038-51.9% | $3,635-46.6% | $4,740-59.1% |
| Participant deferral / active EE | $6,750 | $5,291+27.6% | $4,728+42.8% | $6,400+5.5% |
| Admin fee / account holder | $2,373 | $7,489-68.3% | $6,410-63.0% | $11,426-79.2% |