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 | $213,188 | $133,958+59.1% | $112,228+90.0% | $134,475+58.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.13% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $5,185 | $4,038+28.4% | $3,635+42.7% | $4,740+9.4% |
| Participant deferral / active EE | $3,994 | $5,291-24.5% | $4,728-15.5% | $6,400-37.6% |
| Admin fee / account holder | $29,878 | $7,489+299.0% | $6,410+366.1% | $11,426+161.5% |