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 | $152,266 | $95,862+58.8% | $79,550+91.4% | $134,475+13.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.50% | -2.69%-16.8pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,046 | $3,128+29.4% | $2,413+67.7% | $4,740-14.6% |
| Participant deferral / active EE | $3,282 | $4,693-30.1% | $3,985-17.6% | $6,400-48.7% |
| Admin fee / account holder | $17,517 | $9,126+91.9% | $6,832+156.4% | $11,426+53.3% |