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 | $215,574 | $105,860+103.6% | $90,749+137.5% | $134,475+60.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.47% | -11.01%+0.5pp | -12.16%+1.7pp | 417.96%-428.4pp |
| Employer contribution / active EE | $9,165 | $3,462+164.7% | $2,921+213.8% | $4,740+93.4% |
| Participant deferral / active EE | $15,898 | $5,216+204.8% | $4,564+248.3% | $6,400+148.4% |
| Admin fee / account holder | $369,766 | $13,938+2553.0% | $8,445+4278.7% | $11,426+3136.2% |