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 | $193,372 | $95,862+101.7% | $79,550+143.1% | $134,475+43.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.84% | -2.69%-13.2pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,816 | $3,128-10.0% | $2,413+16.7% | $4,740-40.6% |
| Participant deferral / active EE | $11,014 | $4,693+134.7% | $3,985+176.4% | $6,400+72.1% |
| Admin fee / account holder | $1,551 | $9,126-83.0% | $6,832-77.3% | $11,426-86.4% |