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 | $160,124 | $42,894+273.3% | $60,874+163.0% | $68,494+133.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -17.20% | -13.98%-3.2pp | 16.90%-34.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,901 | $2,867+454.7% | $3,817+316.6% | $4,027+294.8% |
| Admin fee / account holder | $7,224 | $3,101+133.0% | $3,224+124.1% | $5,403+33.7% |