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 | $166,493 | $82,664+101.4% | $125,339+32.8% | $68,494+143.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,656 | $3,381-21.5% | $4,814-44.8% | $2,596+2.3% |
| Participant deferral / active EE | $6,618 | $6,110+8.3% | $7,446-11.1% | $4,027+64.3% |
| Admin fee / account holder | $1,431 | $6,275-77.2% | $10,010-85.7% | $5,403-73.5% |