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 8-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 | $165,100 | $95,862+72.2% | $79,550+107.5% | $134,475+22.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.25% | -2.69%-11.6pp | 0.16%-14.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $22,413 | $3,128+616.5% | $2,413+828.8% | $4,740+372.9% |
| Participant deferral / active EE | $4,433 | $4,693-5.5% | $3,985+11.2% | $6,400-30.7% |
| Admin fee / account holder | $985 | $9,126-89.2% | $6,832-85.6% | $11,426-91.4% |