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 | $151,966 | $82,664+83.8% | $125,339+21.2% | $68,494+121.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.48% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $6,341 | $3,381+87.5% | $4,814+31.7% | $2,596+144.2% |
| Participant deferral / active EE | $15,679 | $6,110+156.6% | $7,446+110.6% | $4,027+289.3% |
| Admin fee / account holder | $7,025 | $6,275+11.9% | $10,010-29.8% | $5,403+30.0% |