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 | $238,294 | $81,900+191.0% | $119,609+99.2% | $68,494+247.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.65% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $13,889 | $2,693+415.7% | $4,232+228.2% | $2,596+434.9% |
| Participant deferral / active EE | $10,937 | $4,148+163.7% | $5,602+95.2% | $4,027+171.6% |
| Admin fee / account holder | $44,489 | $6,582+576.0% | $10,323+331.0% | $5,403+723.5% |