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 | $141,449 | $54,229+160.8% | $70,092+101.8% | $68,494+106.5% |
| Participation rate | 85.7% | 64.5%+21.2pp | 70.5%+15.2pp | 67.9%+17.8pp |
| Annual return | -18.94% | -13.87%-5.1pp | 190.73%-209.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,870 | $2,018-7.3% | $2,559-26.9% | $2,596-28.0% |
| Participant deferral / active EE | $4,114 | $2,956+39.2% | $3,849+6.9% | $4,027+2.1% |
| Admin fee / account holder | $23,488 | $4,694+400.3% | $6,267+274.8% | $5,403+334.7% |