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 | $248,972 | $82,286+202.6% | $68,791+261.9% | $134,475+85.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.27% | -2.19%-11.1pp | -6.38%-6.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $4,955 | $3,301+50.1% | $2,655+86.6% | $4,740+4.6% |
| Participant deferral / active EE | $5,576 | $4,739+17.7% | $3,941+41.5% | $6,400-12.9% |
| Admin fee / account holder | $57,968 | $6,481+794.5% | $4,932+1075.4% | $11,426+407.3% |