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 | $211,979 | $142,344+48.9% | $119,609+77.2% | $134,475+57.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.66% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $9,348 | $5,222+79.0% | $4,232+120.9% | $4,740+97.2% |
| Participant deferral / active EE | $6,253 | $6,469-3.3% | $5,602+11.6% | $6,400-2.3% |
| Admin fee / account holder | $913 | $13,584-93.3% | $10,323-91.2% | $11,426-92.0% |