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 | $233,639 | $82,664+182.6% | $125,339+86.4% | $68,494+241.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.54% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $8,198 | $3,381+142.5% | $4,814+70.3% | $2,596+215.7% |
| Participant deferral / active EE | $9,927 | $6,110+62.5% | $7,446+33.3% | $4,027+146.5% |
| Admin fee / account holder | $2,534 | $6,275-59.6% | $10,010-74.7% | $5,403-53.1% |