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 7-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 | $202,583 | $129,942+55.9% | $104,294+94.2% | $134,475+50.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | 42.03%-58.5pp | 24.61%-41.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $11,786 | $4,184+181.7% | $3,372+249.5% | $4,740+148.7% |
| Participant deferral / active EE | $18,967 | $5,588+239.4% | $4,625+310.1% | $6,400+196.4% |
| Admin fee / account holder | $21,798 | $9,323+133.8% | $7,339+197.0% | $11,426+90.8% |