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 | $158,961 | $100,754+57.8% | $86,677+83.4% | $134,475+18.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.84% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,185 | $3,489+48.6% | $2,836+82.8% | $4,740+9.4% |
| Participant deferral / active EE | $7,068 | $5,338+32.4% | $4,656+51.8% | $6,400+10.4% |
| Admin fee / account holder | $1,093 | $10,926-90.0% | $7,493-85.4% | $11,426-90.4% |