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 8-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 | $155,957 | $133,958+16.4% | $112,228+39.0% | $134,475+16.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.34% | 47.11%-57.5pp | 27.45%-37.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $31,055 | $4,038+669.1% | $3,635+754.4% | $4,740+555.2% |
| Participant deferral / active EE | $7,268 | $5,291+37.4% | $4,728+53.7% | $6,400+13.6% |
| Admin fee / account holder | $1,067 | $7,489-85.8% | $6,410-83.4% | $11,426-90.7% |