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 | $231,411 | $82,664+179.9% | $125,339+84.6% | $68,494+237.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5,587 | $3,381+65.3% | $4,814+16.1% | $2,596+115.2% |
| Participant deferral / active EE | $12,919 | $6,110+111.4% | $7,446+73.5% | $4,027+220.8% |
| Admin fee / account holder | $3,495 | $6,275-44.3% | $10,010-65.1% | $5,403-35.3% |