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 | $183,924 | $95,862+91.9% | $79,550+131.2% | $134,475+36.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.43% | -2.69%-12.7pp | 0.16%-15.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,148 | $3,128+0.6% | $2,413+30.4% | $4,740-33.6% |
| Participant deferral / active EE | $13,500 | $4,693+187.7% | $3,985+238.8% | $6,400+110.9% |
| Admin fee / account holder | $362 | $9,126-96.0% | $6,832-94.7% | $11,426-96.8% |