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 | $229,188 | $82,664+177.3% | $125,339+82.9% | $68,494+234.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,100 | $3,381+50.8% | $4,814+6.0% | $2,596+96.4% |
| Participant deferral / active EE | $15,423 | $6,110+152.4% | $7,446+107.1% | $4,027+283.0% |
| Admin fee / account holder | $10,595 | $6,275+68.8% | $10,010+5.8% | $5,403+96.1% |