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 | $137,740 | $82,286+67.4% | $68,791+100.2% | $134,475+2.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -14.87% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $14,391 | $3,301+336.0% | $2,655+442.0% | $4,740+203.6% |
| Participant deferral / active EE | $7,295 | $4,739+54.0% | $3,941+85.1% | $6,400+14.0% |
| Admin fee / account holder | $2,278 | $6,481-64.9% | $4,932-53.8% | $11,426-80.1% |