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 | $98,951 | $82,664+19.7% | $125,339-21.1% | $68,494+44.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.30% | -5.97%-8.3pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $6,631 | $3,381+96.1% | $4,814+37.7% | $2,596+155.4% |
| Participant deferral / active EE | $3,353 | $6,110-45.1% | $7,446-55.0% | $4,027-16.7% |
| Admin fee / account holder | $21,140 | $6,275+236.9% | $10,010+111.2% | $5,403+291.3% |