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 | $168,683 | $81,900+106.0% | $119,609+41.0% | $68,494+146.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.72% | -23.82%+9.1pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $5,287 | $2,693+96.3% | $4,232+24.9% | $2,596+103.6% |
| Participant deferral / active EE | $11,287 | $4,148+172.1% | $5,602+101.5% | $4,027+180.3% |
| Admin fee / account holder | $6,165 | $6,582-6.3% | $10,323-40.3% | $5,403+14.1% |