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 | $169,315 | $69,010+145.3% | $159,960+5.8% | $68,494+147.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.10% | -9.65%-5.4pp | 408.60%-423.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,655 | $2,213+65.1% | $4,226-13.5% | $2,596+40.8% |
| Participant deferral / active EE | $12,178 | $4,212+189.1% | $6,182+97.0% | $4,027+202.4% |
| Admin fee / account holder | $3,535 | $4,798-26.3% | $8,698-59.4% | $5,403-34.6% |