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 | $239,884 | $142,344+68.5% | $119,609+100.6% | $134,475+78.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.66% | -12.44%-4.2pp | -14.97%-1.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $6,912 | $5,222+32.4% | $4,232+63.3% | $4,740+45.8% |
| Participant deferral / active EE | $6,512 | $6,469+0.7% | $5,602+16.3% | $6,400+1.8% |
| Admin fee / account holder | $4,477 | $13,584-67.0% | $10,323-56.6% | $11,426-60.8% |