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 | $167,320 | $99,032+69.0% | $80,019+109.1% | $135,375+23.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.23% | 15.39%-19.6pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $6,558 | $3,043+115.5% | $2,468+165.7% | $4,779+37.2% |
| Participant deferral / active EE | $9,783 | $4,282+128.5% | $3,686+165.4% | $5,609+74.4% |
| Admin fee / account holder | $39,254 | $10,436+276.1% | $6,521+502.0% | $10,827+262.6% |