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 | $217,791 | $95,862+127.2% | $79,550+173.8% | $134,475+62.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.29% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $12,822 | $3,128+309.9% | $2,413+431.4% | $4,740+170.5% |
| Participant deferral / active EE | $10,160 | $4,693+116.5% | $3,985+154.9% | $6,400+58.8% |
| Admin fee / account holder | $4,724 | $9,126-48.2% | $6,832-30.9% | $11,426-58.7% |