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 | $167,297 | $82,664+102.4% | $125,339+33.5% | $68,494+144.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.47% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,541 | $3,381+4.7% | $4,814-26.4% | $2,596+36.4% |
| Participant deferral / active EE | $12,397 | $6,110+102.9% | $7,446+66.5% | $4,027+207.8% |
| Admin fee / account holder | $3,803 | $6,275-39.4% | $10,010-62.0% | $5,403-29.6% |