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 | $242,836 | $82,664+193.8% | $125,339+93.7% | $68,494+254.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.87% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $13,418 | $3,381+296.9% | $4,814+178.7% | $2,596+416.8% |
| Participant deferral / active EE | $11,809 | $6,110+93.3% | $7,446+58.6% | $4,027+193.2% |
| Admin fee / account holder | $2,924 | $6,275-53.4% | $10,010-70.8% | $5,403-45.9% |