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 | $171,239 | $95,862+78.6% | $79,550+115.3% | $134,475+27.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.16% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $13,366 | $3,128+327.3% | $2,413+453.9% | $4,740+182.0% |
| Participant deferral / active EE | $11,191 | $4,693+138.5% | $3,985+180.8% | $6,400+74.9% |
| Admin fee / account holder | $13,010 | $9,126+42.6% | $6,832+90.4% | $11,426+13.9% |