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 | $210,896 | $82,664+155.1% | $125,339+68.3% | $68,494+207.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 1.02% | -5.97%+7.0pp | 572.05%-571.0pp | -7.84%+8.9pp |
| Employer contribution / active EE | $15,494 | $3,381+358.2% | $4,814+221.9% | $2,596+496.8% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $21,892 | $6,275+248.8% | $10,010+118.7% | $5,403+305.2% |