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 | $135,987 | $82,664+64.5% | $125,339+8.5% | $68,494+98.5% |
| Participation rate | 86.4% | 75.0%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $11,002 | $3,381+225.4% | $4,814+128.6% | $2,596+323.8% |
| Participant deferral / active EE | $12,573 | $6,110+105.8% | $7,446+68.8% | $4,027+212.2% |
| Admin fee / account holder | $27,817 | $6,275+343.3% | $10,010+177.9% | $5,403+414.9% |