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 6-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 | $146,869 | $82,286+78.5% | $68,791+113.5% | $134,475+9.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.07% | -2.19%-13.9pp | -6.38%-9.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,500 | $3,301-54.6% | $2,655-43.5% | $4,740-68.4% |
| Participant deferral / active EE | $11,890 | $4,739+150.9% | $3,941+201.7% | $6,400+85.8% |
| Admin fee / account holder | $6,525 | $6,481+0.7% | $4,932+32.3% | $11,426-42.9% |