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 8-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 | $179,342 | $133,958+33.9% | $112,228+59.8% | $134,475+33.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.81% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,576 | $4,038-36.2% | $3,635-29.1% | $4,740-45.6% |
| Participant deferral / active EE | $4,933 | $5,291-6.8% | $4,728+4.3% | $6,400-22.9% |
| Admin fee / account holder | $13,389 | $7,489+78.8% | $6,410+108.9% | $11,426+17.2% |