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 | $159,806 | $73,004+118.9% | $90,749+76.1% | $68,494+133.3% |
| Participation rate | 96.3% | 70.8%+25.5pp | 75.7%+20.6pp | 67.9%+28.4pp |
| Annual return | -15.43% | -13.81%-1.6pp | -12.16%-3.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $11,605 | $2,193+429.2% | $2,921+297.3% | $2,596+347.0% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $928 | $5,896-84.3% | $8,445-89.0% | $5,403-82.8% |