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 6-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 | $202,272 | $95,862+111.0% | $79,550+154.3% | $134,475+50.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -16.29% | -2.69%-13.6pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,484 | $3,128+75.3% | $2,413+127.3% | $4,740+15.7% |
| Participant deferral / active EE | $7,038 | $4,693+50.0% | $3,985+76.6% | $6,400+10.0% |
| Admin fee / account holder | $8,342 | $9,126-8.6% | $6,832+22.1% | $11,426-27.0% |