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 | $231,655 | $54,350+326.2% | $82,719+180.0% | $68,494+238.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.71% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $26,997 | $2,218+1117.1% | $3,009+797.2% | $2,596+939.8% |
| Participant deferral / active EE | $3,762 | $3,246+15.9% | $4,395-14.4% | $4,027-6.6% |
| Admin fee / account holder | $12,640 | $4,395+187.6% | $5,329+137.2% | $5,403+134.0% |