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 | $133,221 | $82,664+61.2% | $125,339+6.3% | $68,494+94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.09% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $5,230 | $3,381+54.7% | $4,814+8.7% | $2,596+101.4% |
| Participant deferral / active EE | $8,397 | $6,110+37.4% | $7,446+12.8% | $4,027+108.5% |
| Admin fee / account holder | $51,512 | $6,275+720.8% | $10,010+414.6% | $5,403+853.4% |