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 | $200,009 | $133,958+49.3% | $112,228+78.2% | $134,475+48.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.09% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,657 | $4,038-9.4% | $3,635+0.6% | $4,740-22.8% |
| Participant deferral / active EE | $11,785 | $5,291+122.8% | $4,728+149.3% | $6,400+84.1% |
| Admin fee / account holder | $17,666 | $7,489+135.9% | $6,410+175.6% | $11,426+54.6% |