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 | $158,883 | $95,862+65.7% | $79,550+99.7% | $134,475+18.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -14.59% | -2.69%-11.9pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,800 | $3,128+85.4% | $2,413+140.4% | $4,740+22.4% |
| Participant deferral / active EE | $8,900 | $4,693+89.7% | $3,985+123.3% | $6,400+39.1% |
| Admin fee / account holder | $95,422 | $9,126+945.6% | $6,832+1296.6% | $11,426+735.1% |