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 | $134,288 | $82,664+62.5% | $125,339+7.1% | $68,494+96.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.84% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $10,695 | $3,381+216.3% | $4,814+122.2% | $2,596+311.9% |
| Participant deferral / active EE | $9,736 | $6,110+59.3% | $7,446+30.8% | $4,027+141.8% |
| Admin fee / account holder | $63,383 | $6,275+910.0% | $10,010+533.2% | $5,403+1073.2% |