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 | $141,179 | $54,350+159.8% | $82,719+70.7% | $68,494+106.1% |
| Participation rate | 79.4% | 63.9%+15.5pp | 72.6%+6.9pp | 67.9%+11.5pp |
| Annual return | -15.95% | -13.67%-2.3pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,777 | $2,218-19.9% | $3,009-40.9% | $2,596-31.6% |
| Participant deferral / active EE | $5,198 | $3,246+60.1% | $4,395+18.3% | $4,027+29.1% |
| Admin fee / account holder | $5,798 | $4,395+31.9% | $5,329+8.8% | $5,403+7.3% |