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 | $157,722 | $54,229+190.8% | $70,092+125.0% | $68,494+130.3% |
| Participation rate | 86.7% | 64.5%+22.2pp | 70.5%+16.2pp | 67.9%+18.8pp |
| Annual return | -13.21% | -13.87%+0.7pp | 190.73%-203.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,829 | $2,018+40.2% | $2,559+10.5% | $2,596+8.9% |
| Participant deferral / active EE | $9,343 | $2,956+216.1% | $3,849+142.8% | $4,027+132.0% |
| Admin fee / account holder | $10,530 | $4,694+124.3% | $6,267+68.0% | $5,403+94.9% |