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 | $238,678 | $142,344+67.7% | $119,609+99.5% | $134,475+77.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.95% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $10,714 | $5,222+105.2% | $4,232+153.2% | $4,740+126.1% |
| Participant deferral / active EE | $15,009 | $6,469+132.0% | $5,602+167.9% | $6,400+134.5% |
| Admin fee / account holder | $7,600 | $13,584-44.1% | $10,323-26.4% | $11,426-33.5% |