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 9-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 | $222,738 | $129,942+71.4% | $104,294+113.6% | $134,475+65.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.17% | 42.03%-57.2pp | 24.61%-39.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $932 | $4,184-77.7% | $3,372-72.4% | $4,740-80.3% |
| Participant deferral / active EE | $17,750 | $5,588+217.7% | $4,625+283.8% | $6,400+177.4% |
| Admin fee / account holder | $58,874 | $9,323+531.5% | $7,339+702.2% | $11,426+415.3% |