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 | $171,964 | $95,862+79.4% | $79,550+116.2% | $134,475+27.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.52% | -2.69%-10.8pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $6,055 | $3,128+93.6% | $2,413+150.9% | $4,740+27.8% |
| Participant deferral / active EE | $19,234 | $4,693+309.9% | $3,985+382.6% | $6,400+200.5% |
| Admin fee / account holder | $1,985 | $9,126-78.2% | $6,832-70.9% | $11,426-82.6% |