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 | $209,761 | $105,860+98.1% | $90,749+131.1% | $134,475+56.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.55% | -11.01%-3.5pp | -12.16%-2.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,913 | $3,462-15.9% | $2,921-0.3% | $4,740-38.5% |
| Participant deferral / active EE | $6,676 | $5,216+28.0% | $4,564+46.3% | $6,400+4.3% |
| Admin fee / account holder | $544 | $13,938-96.1% | $8,445-93.6% | $11,426-95.2% |