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 | $179,309 | $46,674+284.2% | $117,472+52.6% | $68,494+161.8% |
| Participation rate | 98.3% | 56.8%+41.6pp | 70.6%+27.7pp | 67.9%+30.4pp |
| Annual return | -14.05% | -14.52%+0.5pp | 29.74%-43.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $17,652 | $1,505+1073.3% | $4,176+322.7% | $2,596+579.9% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $32,379 | $4,020+705.5% | $5,645+473.6% | $5,403+499.3% |