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 | $199,243 | $82,286+142.1% | $68,791+189.6% | $134,475+48.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.47% | -2.19%-11.3pp | -6.38%-7.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,069 | $3,301-67.6% | $2,655-59.8% | $4,740-77.5% |
| Participant deferral / active EE | $5,344 | $4,739+12.8% | $3,941+35.6% | $6,400-16.5% |
| Admin fee / account holder | $3,485 | $6,481-46.2% | $4,932-29.3% | $11,426-69.5% |