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 | $166,335 | $82,664+101.2% | $125,339+32.7% | $68,494+142.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,624 | $3,381+95.9% | $4,814+37.6% | $2,596+155.1% |
| Participant deferral / active EE | $6,514 | $6,110+6.6% | $7,446-12.5% | $4,027+61.7% |
| Admin fee / account holder | $4,223 | $6,275-32.7% | $10,010-57.8% | $5,403-21.8% |