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 | $165,249 | $95,862+72.4% | $79,550+107.7% | $134,475+22.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.50% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $10,449 | $3,128+234.0% | $2,413+333.0% | $4,740+120.5% |
| Participant deferral / active EE | $7,736 | $4,693+64.9% | $3,985+94.1% | $6,400+20.9% |
| Admin fee / account holder | $856 | $9,126-90.6% | $6,832-87.5% | $11,426-92.5% |