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 9-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 | $237,925 | $167,307+42.2% | $143,757+65.5% | $134,475+76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.28% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,604 | $5,619-35.9% | $4,951-27.2% | $4,740-24.0% |
| Participant deferral / active EE | $2,736 | $6,446-57.6% | $5,637-51.5% | $6,400-57.3% |
| Admin fee / account holder | $94,814 | $18,088+424.2% | $14,673+546.2% | $11,426+729.8% |