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 | $160,432 | $95,862+67.4% | $79,550+101.7% | $134,475+19.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.17% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,949 | $3,128+58.2% | $2,413+105.1% | $4,740+4.4% |
| Participant deferral / active EE | $18,564 | $4,693+295.6% | $3,985+365.8% | $6,400+190.1% |
| Admin fee / account holder | $1,312 | $9,126-85.6% | $6,832-80.8% | $11,426-88.5% |