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 7-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 | $168,866 | $95,862+76.2% | $79,550+112.3% | $134,475+25.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.09% | -2.69%-12.4pp | 0.16%-15.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,886 | $3,128+88.2% | $2,413+143.9% | $4,740+24.2% |
| Participant deferral / active EE | $12,733 | $4,693+171.3% | $3,985+219.5% | $6,400+99.0% |
| Admin fee / account holder | $9,275 | $9,126+1.6% | $6,832+35.7% | $11,426-18.8% |