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 | $179,656 | $97,044+85.1% | $83,333+115.6% | $135,375+32.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | 12.31%-18.7pp | 10.63%-17.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,444 | $4,143+7.3% | $3,379+31.5% | $4,779-7.0% |
| Participant deferral / active EE | $6,480 | $5,964+8.6% | $5,565+16.4% | $5,609+15.5% |
| Admin fee / account holder | $4,722 | $8,380-43.6% | $7,510-37.1% | $10,827-56.4% |