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 | $144,039 | $84,487+70.5% | $125,339+14.9% | $66,914+115.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.08% | -8.39%-4.7pp | 572.05%-585.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $4,626 | $3,553+30.2% | $4,814-3.9% | $2,544+81.8% |
| Participant deferral / active EE | $9,952 | $6,781+46.8% | $7,446+33.7% | $4,237+134.9% |
| Admin fee / account holder | $1,556 | $685+127.2% | $10,010-84.5% | $593+162.3% |