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 | $207,399 | $95,862+116.4% | $79,550+160.7% | $134,475+54.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.72% | -2.69%-16.0pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,426 | $3,128+41.5% | $2,413+83.4% | $4,740-6.6% |
| Participant deferral / active EE | $6,800 | $4,693+44.9% | $3,985+70.6% | $6,400+6.3% |
| Admin fee / account holder | $2,081 | $9,126-77.2% | $6,832-69.5% | $11,426-81.8% |