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 | $196,799 | $81,900+140.3% | $119,609+64.5% | $68,494+187.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.02% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,694 | $2,693+74.3% | $4,232+10.9% | $2,596+80.8% |
| Participant deferral / active EE | $13,043 | $4,148+214.5% | $5,602+132.8% | $4,027+223.9% |
| Admin fee / account holder | $30,552 | $6,582+364.2% | $10,323+196.0% | $5,403+465.5% |