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 | $231,898 | $133,958+73.1% | $112,228+106.6% | $134,475+72.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.11% | 47.11%-66.2pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,163 | $4,038-21.7% | $3,635-13.0% | $4,740-33.3% |
| Participant deferral / active EE | $13,474 | $5,291+154.7% | $4,728+185.0% | $6,400+110.5% |
| Admin fee / account holder | $62,303 | $7,489+732.0% | $6,410+872.0% | $11,426+445.3% |