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 | $152,363 | $81,900+86.0% | $119,609+27.4% | $68,494+122.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.02% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,770 | $2,693+77.1% | $4,232+12.7% | $2,596+83.7% |
| Participant deferral / active EE | $7,572 | $4,148+82.6% | $5,602+35.2% | $4,027+88.0% |
| Admin fee / account holder | $593 | $6,582-91.0% | $10,323-94.3% | $5,403-89.0% |