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 | $163,827 | $82,286+99.1% | $68,791+138.2% | $134,475+21.8% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.0%+19.2pp | 81.2%+7.0pp |
| Annual return | -20.21% | -2.19%-18.0pp | -6.38%-13.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $6,749 | $3,301+104.5% | $2,655+154.2% | $4,740+42.4% |
| Participant deferral / active EE | $13,962 | $4,739+194.6% | $3,941+254.3% | $6,400+118.2% |
| Admin fee / account holder | $1,758 | $6,481-72.9% | $4,932-64.4% | $11,426-84.6% |