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 | $248,527 | $133,958+85.5% | $112,228+121.4% | $134,475+84.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.13% | 47.11%-59.2pp | 27.45%-39.6pp | 417.96%-430.1pp |
| Employer contribution / active EE | $39,203 | $4,038+870.8% | $3,635+978.6% | $4,740+727.1% |
| Participant deferral / active EE | $13,267 | $5,291+150.8% | $4,728+180.6% | $6,400+107.3% |
| Admin fee / account holder | $4,495 | $7,489-40.0% | $6,410-29.9% | $11,426-60.7% |