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 8-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 | $171,783 | $133,958+28.2% | $112,228+53.1% | $134,475+27.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.13% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $25,568 | $4,038+533.2% | $3,635+603.4% | $4,740+439.4% |
| Participant deferral / active EE | $14,927 | $5,291+182.1% | $4,728+215.7% | $6,400+133.2% |
| Admin fee / account holder | $809 | $7,489-89.2% | $6,410-87.4% | $11,426-92.9% |