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 | $192,340 | $82,664+132.7% | $125,339+53.5% | $68,494+180.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.01% | -5.97%-9.0pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $10,283 | $3,381+204.1% | $4,814+113.6% | $2,596+296.1% |
| Participant deferral / active EE | $9,156 | $6,110+49.8% | $7,446+23.0% | $4,027+127.4% |
| Admin fee / account holder | $3,070 | $6,275-51.1% | $10,010-69.3% | $5,403-43.2% |