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 | $164,016 | $45,863+257.6% | $77,024+112.9% | $68,494+139.5% |
| Participation rate | 97.7% | 55.9%+41.8pp | 67.9%+29.8pp | 67.9%+29.8pp |
| Annual return | -16.15% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $10,370 | $1,650+528.6% | $2,812+268.7% | $2,596+299.4% |
| Participant deferral / active EE | $10,590 | $2,962+257.5% | $4,426+139.2% | $4,027+163.0% |
| Admin fee / account holder | $46,434 | $3,041+1427.1% | $5,425+755.9% | $5,403+759.5% |