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 | $164,627 | $92,222+78.5% | $76,768+114.4% | $135,375+21.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.27% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $820 | $3,216-74.5% | $2,485-67.0% | $4,779-82.8% |
| Participant deferral / active EE | $3,622 | $4,509-19.7% | $3,852-6.0% | $5,609-35.4% |
| Admin fee / account holder | $2,212 | $10,748-79.4% | $6,675-66.9% | $10,827-79.6% |