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 | $238,953 | $81,900+191.8% | $119,609+99.8% | $68,494+248.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -5.60% | -23.82%+18.2pp | -14.97%+9.4pp | -7.84%+2.2pp |
| Employer contribution / active EE | $6,237 | $2,693+131.6% | $4,232+47.4% | $2,596+140.2% |
| Participant deferral / active EE | $11,069 | $4,148+166.9% | $5,602+97.6% | $4,027+174.9% |
| Admin fee / account holder | $937 | $6,582-85.8% | $10,323-90.9% | $5,403-82.7% |