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 9-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 | $236,163 | $142,344+65.9% | $119,609+97.4% | $134,475+75.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.08% | -12.44%+0.4pp | -14.97%+2.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $11,352 | $5,222+117.4% | $4,232+168.3% | $4,740+139.5% |
| Participant deferral / active EE | $16,095 | $6,469+148.8% | $5,602+187.3% | $6,400+151.5% |
| Admin fee / account holder | $1,598 | $13,584-88.2% | $10,323-84.5% | $11,426-86.0% |