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 | $212,140 | $138,065+53.7% | $123,544+71.7% | $135,375+56.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.54% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $936 | $5,151-81.8% | $4,628-79.8% | $4,779-80.4% |
| Participant deferral / active EE | $5,363 | $6,799-21.1% | $6,426-16.5% | $5,609-4.4% |
| Admin fee / account holder | $4,841 | $10,916-55.6% | $9,284-47.9% | $10,827-55.3% |