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 | $219,825 | $142,344+54.4% | $119,609+83.8% | $134,475+63.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.96% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,169 | $5,222-1.0% | $4,232+22.1% | $4,740+9.1% |
| Participant deferral / active EE | $14,941 | $6,469+131.0% | $5,602+166.7% | $6,400+133.5% |
| Admin fee / account holder | $979 | $13,584-92.8% | $10,323-90.5% | $11,426-91.4% |