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 | $164,982 | $64,707+155.0% | $112,228+47.0% | $68,494+140.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.33% | -11.40%-5.9pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,431 | $2,746+24.9% | $3,635-5.6% | $2,596+32.1% |
| Participant deferral / active EE | $4,979 | $3,565+39.7% | $4,728+5.3% | $4,027+23.6% |
| Admin fee / account holder | $4,166 | $5,232-20.4% | $6,410-35.0% | $5,403-22.9% |