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 | $221,628 | $52,519+322.0% | $155,790+42.3% | $59,632+271.7% |
| Participation rate | 98.8% | 61.7%+37.1pp | 76.1%+22.7pp | 68.7%+30.1pp |
| Annual return | -0.63% | 53.51%-54.1pp | 71.54%-72.2pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $8,467 | $1,589+432.8% | $3,836+120.7% | $2,203+284.4% |
| Participant deferral / active EE | $15,283 | $3,084+395.5% | $4,797+218.6% | $3,192+378.8% |
| Admin fee / account holder | $7,654 | $3,540+116.2% | $7,478+2.4% | $4,297+78.1% |