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 | $215,257 | $133,958+60.7% | $112,228+91.8% | $134,475+60.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.16% | 47.11%-61.3pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $10,573 | $4,038+161.8% | $3,635+190.9% | $4,740+123.1% |
| Participant deferral / active EE | $6,902 | $5,291+30.4% | $4,728+46.0% | $6,400+7.8% |
| Admin fee / account holder | $15,975 | $7,489+113.3% | $6,410+149.2% | $11,426+39.8% |