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 | $163,932 | $92,222+77.8% | $76,768+113.5% | $135,375+21.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.13% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,153 | $3,216-33.0% | $2,485-13.4% | $4,779-54.9% |
| Participant deferral / active EE | $8,694 | $4,509+92.8% | $3,852+125.7% | $5,609+55.0% |
| Admin fee / account holder | $4,968 | $10,748-53.8% | $6,675-25.6% | $10,827-54.1% |