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 | $167,571 | $82,664+102.7% | $125,339+33.7% | $68,494+144.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.12% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,699 | $3,381+9.4% | $4,814-23.1% | $2,596+42.5% |
| Participant deferral / active EE | $7,526 | $6,110+23.2% | $7,446+1.1% | $4,027+86.9% |
| Admin fee / account holder | $28,777 | $6,275+358.6% | $10,010+187.5% | $5,403+432.6% |