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 | $142,178 | $69,010+106.0% | $159,960-11.1% | $68,494+107.6% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 67.9%+28.1pp |
| Annual return | -15.60% | -9.65%-5.9pp | 408.60%-424.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,129 | $2,213+86.6% | $4,226-2.3% | $2,596+59.0% |
| Participant deferral / active EE | $5,304 | $4,212+25.9% | $6,182-14.2% | $4,027+31.7% |
| Admin fee / account holder | $3,626 | $4,798-24.4% | $8,698-58.3% | $5,403-32.9% |