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 4-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 | $202,268 | $100,754+100.8% | $86,677+133.4% | $134,475+50.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.67% | 29.04%-35.7pp | 35.91%-42.6pp | 417.96%-424.6pp |
| Employer contribution / active EE | $4,232 | $3,489+21.3% | $2,836+49.2% | $4,740-10.7% |
| Participant deferral / active EE | $12,795 | $5,338+139.7% | $4,656+174.8% | $6,400+99.9% |
| Admin fee / account holder | $67,515 | $10,926+517.9% | $7,493+801.0% | $11,426+490.9% |