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 | $220,495 | $76,000+190.1% | $154,107+43.1% | $64,186+243.5% |
| Participation rate | 81.0% | 70.4%+10.5pp | 83.0%-2.1pp | 69.6%+11.4pp |
| Annual return | -5.88% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $15,969 | $3,351+376.6% | $5,298+201.4% | $2,381+570.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $64,243 | $5,596+1048.0% | $13,411+379.0% | $4,888+1214.3% |