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 | $214,916 | $95,862+124.2% | $79,550+170.2% | $134,475+59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.38% | -2.69%-3.7pp | 0.16%-6.5pp | 417.96%-424.3pp |
| Employer contribution / active EE | $2,773 | $3,128-11.3% | $2,413+14.9% | $4,740-41.5% |
| Participant deferral / active EE | $16,667 | $4,693+255.2% | $3,985+318.2% | $6,400+160.4% |
| Admin fee / account holder | $133,333 | $9,126+1361.0% | $6,832+1851.5% | $11,426+1066.9% |