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 | $229,702 | $129,942+76.8% | $104,294+120.2% | $134,475+70.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | 42.03%-59.3pp | 24.61%-41.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,985 | $4,184+66.9% | $3,372+107.2% | $4,740+47.4% |
| Participant deferral / active EE | $5,120 | $5,588-8.4% | $4,625+10.7% | $6,400-20.0% |
| Admin fee / account holder | $43,365 | $9,323+365.1% | $7,339+490.8% | $11,426+279.5% |