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 | $208,849 | $105,860+97.3% | $90,749+130.1% | $134,475+55.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.18% | -11.01%-5.2pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $16,521 | $3,462+377.2% | $2,921+465.6% | $4,740+248.6% |
| Participant deferral / active EE | $9,975 | $5,216+91.2% | $4,564+118.6% | $6,400+55.9% |
| Admin fee / account holder | $9,202 | $13,938-34.0% | $8,445+9.0% | $11,426-19.5% |