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 | $242,770 | $82,664+193.7% | $125,339+93.7% | $68,494+254.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $13,878 | $3,381+310.5% | $4,814+188.3% | $2,596+434.5% |
| Participant deferral / active EE | $5,338 | $6,110-12.6% | $7,446-28.3% | $4,027+32.6% |
| Admin fee / account holder | $6,470 | $6,275+3.1% | $10,010-35.4% | $5,403+19.8% |