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 | $164,587 | $95,862+71.7% | $79,550+106.9% | $134,475+22.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -8.93% | -2.69%-6.2pp | 0.16%-9.1pp | 417.96%-426.9pp |
| Employer contribution / active EE | $4,815 | $3,128+53.9% | $2,413+99.5% | $4,740+1.6% |
| Participant deferral / active EE | $4,874 | $4,693+3.9% | $3,985+22.3% | $6,400-23.8% |
| Admin fee / account holder | $55,472 | $9,126+507.8% | $6,832+711.9% | $11,426+385.5% |