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 | $168,388 | $95,862+75.7% | $79,550+111.7% | $134,475+25.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -16.94% | -2.69%-14.3pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,109 | $3,128+31.4% | $2,413+70.3% | $4,740-13.3% |
| Participant deferral / active EE | $5,324 | $4,693+13.4% | $3,985+33.6% | $6,400-16.8% |
| Admin fee / account holder | $36,315 | $9,126+297.9% | $6,832+431.5% | $11,426+217.8% |