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 | $161,082 | $88,594+81.8% | $70,092+129.8% | $134,475+19.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.93% | 442.67%-460.6pp | 190.73%-208.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,386 | $3,233+4.8% | $2,559+32.3% | $4,740-28.6% |
| Participant deferral / active EE | $5,330 | $4,772+11.7% | $3,849+38.5% | $6,400-16.7% |
| Admin fee / account holder | $21,656 | $10,441+107.4% | $6,267+245.6% | $11,426+89.5% |