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 | $240,508 | $142,344+69.0% | $119,609+101.1% | $134,475+78.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.20% | -12.44%-2.8pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,416 | $5,222-53.7% | $4,232-42.9% | $4,740-49.0% |
| Participant deferral / active EE | $6,300 | $6,469-2.6% | $5,602+12.5% | $6,400-1.6% |
| Admin fee / account holder | $6,695 | $13,584-50.7% | $10,323-35.1% | $11,426-41.4% |