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 | $218,724 | $158,817+37.7% | $121,196+80.5% | $135,375+61.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.41% | -0.64%-4.8pp | 16.93%-22.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $26,276 | $5,665+363.8% | $4,022+553.4% | $4,779+449.8% |
| Participant deferral / active EE | $5,500 | $4,005+37.3% | $3,344+64.4% | $5,609-1.9% |
| Admin fee / account holder | $1,648 | $6,512-74.7% | $5,019-67.2% | $10,827-84.8% |