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 | $241,227 | $88,594+172.3% | $70,092+244.2% | $134,475+79.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -12.82% | 442.67%-455.5pp | 190.73%-203.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $17,485 | $3,233+440.9% | $2,559+583.3% | $4,740+268.9% |
| Participant deferral / active EE | $7,646 | $4,772+60.2% | $3,849+98.7% | $6,400+19.5% |
| Admin fee / account holder | $4,776 | $10,441-54.3% | $6,267-23.8% | $11,426-58.2% |