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 | $161,827 | $107,791+50.1% | $90,645+78.5% | $135,375+19.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | -0.90%-4.5pp | 1.88%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $19,052 | $3,018+531.3% | $2,532+652.5% | $4,779+298.7% |
| Participant deferral / active EE | $15,787 | $3,872+307.7% | $3,425+361.0% | $5,609+181.5% |
| Admin fee / account holder | $12,952 | $5,930+118.4% | $4,994+159.4% | $10,827+19.6% |