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 | $210,735 | $133,958+57.3% | $112,228+87.8% | $134,475+56.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.74% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $11,333 | $4,038+180.7% | $3,635+211.8% | $4,740+139.1% |
| Participant deferral / active EE | $7,807 | $5,291+47.6% | $4,728+65.1% | $6,400+22.0% |
| Admin fee / account holder | $11,281 | $7,489+50.6% | $6,410+76.0% | $11,426-1.3% |