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 | $135,677 | $76,000+78.5% | $154,107-12.0% | $64,186+111.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.48% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,463 | $3,351-26.5% | $5,298-53.5% | $2,381+3.5% |
| Participant deferral / active EE | $2,372 | $3,175-25.3% | $5,081-53.3% | $3,470-31.6% |
| Admin fee / account holder | $19,000 | $5,596+239.5% | $13,411+41.7% | $4,888+288.7% |