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 | $141,356 | $82,664+71.0% | $125,339+12.8% | $68,494+106.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.48% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,913 | $3,381+15.7% | $4,814-18.7% | $2,596+50.7% |
| Participant deferral / active EE | $8,262 | $6,110+35.2% | $7,446+11.0% | $4,027+105.2% |
| Admin fee / account holder | $24,534 | $6,275+290.9% | $10,010+145.1% | $5,403+354.1% |