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 | $140,399 | $53,162+164.1% | $91,220+53.9% | $68,494+105.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -17.59% | -3.14%-14.4pp | 114.01%-131.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,221 | $1,709+88.5% | $2,850+13.0% | $2,596+24.1% |
| Participant deferral / active EE | $8,714 | $2,974+193.0% | $4,234+105.8% | $4,027+116.4% |
| Admin fee / account holder | $6,631 | $4,493+47.6% | $5,420+22.4% | $5,403+22.7% |