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 | $245,635 | $167,307+46.8% | $143,757+70.9% | $134,475+82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.68% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,531 | $5,619-19.4% | $4,951-8.5% | $4,740-4.4% |
| Participant deferral / active EE | $5,257 | $6,446-18.4% | $5,637-6.7% | $6,400-17.9% |
| Admin fee / account holder | $21,704 | $18,088+20.0% | $14,673+47.9% | $11,426+90.0% |