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 | $158,762 | $82,664+92.1% | $125,339+26.7% | $68,494+131.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.89% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,279 | $3,381-3.0% | $4,814-31.9% | $2,596+26.3% |
| Participant deferral / active EE | $8,877 | $6,110+45.3% | $7,446+19.2% | $4,027+120.4% |
| Admin fee / account holder | $943 | $6,275-85.0% | $10,010-90.6% | $5,403-82.5% |