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 | $176,936 | $95,862+84.6% | $79,550+122.4% | $134,475+31.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.77% | -2.69%-11.1pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5,438 | $3,128+73.9% | $2,413+125.4% | $4,740+14.7% |
| Participant deferral / active EE | $10,536 | $4,693+124.5% | $3,985+164.4% | $6,400+64.6% |
| Admin fee / account holder | $1,957 | $9,126-78.6% | $6,832-71.4% | $11,426-82.9% |