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 | $175,199 | $82,664+111.9% | $125,339+39.8% | $68,494+155.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.23% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,877 | $3,381-14.9% | $4,814-40.2% | $2,596+10.8% |
| Participant deferral / active EE | $8,525 | $6,110+39.5% | $7,446+14.5% | $4,027+111.7% |
| Admin fee / account holder | $732 | $6,275-88.3% | $10,010-92.7% | $5,403-86.5% |