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 | $214,697 | $167,307+28.3% | $143,757+49.3% | $134,475+59.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.54% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $24,154 | $5,619+329.9% | $4,951+387.9% | $4,740+409.6% |
| Participant deferral / active EE | $14,372 | $6,446+123.0% | $5,637+155.0% | $6,400+124.6% |
| Admin fee / account holder | $61,423 | $18,088+239.6% | $14,673+318.6% | $11,426+437.6% |