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 7-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 | $188,077 | $54,229+246.8% | $70,092+168.3% | $68,494+174.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -10.90% | -13.87%+3.0pp | 190.73%-201.6pp | -7.84%-3.1pp |
| Employer contribution / active EE | $5,098 | $2,018+152.6% | $2,559+99.2% | $2,596+96.3% |
| Participant deferral / active EE | $10,513 | $2,956+255.7% | $3,849+173.2% | $4,027+161.1% |
| Admin fee / account holder | $40,607 | $4,694+765.0% | $6,267+548.0% | $5,403+651.6% |