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 | $166,928 | $82,664+101.9% | $125,339+33.2% | $68,494+143.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -12.54% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,775 | $3,381+41.2% | $4,814-0.8% | $2,596+83.9% |
| Participant deferral / active EE | $10,333 | $6,110+69.1% | $7,446+38.8% | $4,027+156.6% |
| Admin fee / account holder | $32,342 | $6,275+415.4% | $10,010+223.1% | $5,403+498.6% |