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 | $211,355 | $133,958+57.8% | $112,228+88.3% | $134,475+57.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.95% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $10,317 | $4,038+155.5% | $3,635+183.9% | $4,740+117.7% |
| Participant deferral / active EE | $10,447 | $5,291+97.5% | $4,728+121.0% | $6,400+63.2% |
| Admin fee / account holder | $64,545 | $7,489+761.9% | $6,410+906.9% | $11,426+464.9% |