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 | $136,339 | $69,010+97.6% | $159,960-14.8% | $68,494+99.1% |
| Participation rate | 90.0% | 65.4%+24.6pp | 78.0%+12.0pp | 67.9%+22.1pp |
| Annual return | -10.52% | -9.65%-0.9pp | 408.60%-419.1pp | -7.84%-2.7pp |
| Employer contribution / active EE | $13,252 | $2,213+498.7% | $4,226+213.6% | $2,596+410.4% |
| Participant deferral / active EE | $12,061 | $4,212+186.4% | $6,182+95.1% | $4,027+199.5% |
| Admin fee / account holder | $3,518 | $4,798-26.7% | $8,698-59.6% | $5,403-34.9% |