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 | $215,463 | $82,664+160.7% | $125,339+71.9% | $68,494+214.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -0.13% | -5.97%+5.8pp | 572.05%-572.2pp | -7.84%+7.7pp |
| Employer contribution / active EE | $9,682 | $3,381+186.4% | $4,814+101.1% | $2,596+272.9% |
| Participant deferral / active EE | $9,411 | $6,110+54.0% | $7,446+26.4% | $4,027+133.7% |
| Admin fee / account holder | $3,439 | $6,275-45.2% | $10,010-65.6% | $5,403-36.3% |