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 | $214,634 | $129,942+65.2% | $104,294+105.8% | $134,475+59.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.10% | 42.03%-54.1pp | 24.61%-36.7pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,302 | $4,184-45.0% | $3,372-31.7% | $4,740-51.4% |
| Participant deferral / active EE | $4,291 | $5,588-23.2% | $4,625-7.2% | $6,400-33.0% |
| Admin fee / account holder | $2,168 | $9,323-76.8% | $7,339-70.5% | $11,426-81.0% |